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

To: John E. Mansfield who wrote (17738)	8/23/1998 8:42:00 PM
From: Grainne	Respond to of 29386

Thanks for your analysis, John. It seems to me that what you are saying is that it may be too early to determine whether Ancor will be a good investment or a pretty total loss, because they switched horses in the middle of the stream, so to speak, in terms of getting a different product to a different market. So would it be fair to say that averaging down would be much safer after a significant OEM contract is announced, even though I might not get it as close to the bottom? Or is there another encouraging sign you would be looking for instead or additionally?