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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Roger Arquilla who wrote (16546)	6/11/1998 8:33:00 PM
From: Bill Dillard	Respond to of 29386

The problem is we don't and never did have the management. I sold half my position in this loser 1 month ago and if this piece of crap gets close to 6.00 in the near term I will sell the rest. We have been fools to believe these loser managers in their attempt to remake themselves from their loser past. Good luck and goodbye.

To: Roger Arquilla who wrote (16546)	6/11/1998 9:23:00 PM
From: THOMAS GOODRICH	Respond to of 29386

Roger, As much as I hate to concede, you appear correct in your overall assessment with the exception of inept management IMO. The current scenario with respect to ANCR's share price doesn't look good for a cutting-edge company about to partake in the pent up Fibre Channel market. Although I suspect many investors already have low expectations for Q2, it's entirely possible knowledge of something has leaked. I hope this is not the case. Asia certainly shouldn't account for today's decline as Ancor doesn't have disproportionate exposure overseas. So, what gives? Has anyone on this thread spoken to the company recently? If anyone has, please update us. TG

To: Roger Arquilla who wrote (16546)	6/11/1998 10:28:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 29386

Roger, << What is so amazing about this current situation, is that we are suppose to be on the brink of greatness. "Ramping up in the second half of 98." >> After the last conference call, what gave you this impression? I thought Ken clearly stated differently last call (end of April). I believe it was end 98, early 99. << Is is possible that someone leaked poor numbers for the second quarter ending soon? >> does anyone expect good numbers until oems are out? I'm confused... all imho, pigboy