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

To: Craig Stevenson who wrote (18938)	10/29/1998 1:13:00 PM
From: GuinnessGuy	Respond to of 29386

CraigS1, Some nice words about the SAN/FC business from Box Hill's earnings related press release today: ''Over the long term, we believe we are exceptionally well positioned to take advantage of the growing demand for storage systems, particularly SAN systems. We are hearing from numerous sources, including the results of surveys recently conducted by other parties, that customers are increasingly embracing Fibre Channel and SAN solutions. We are committed to providing these solutions while maintaining our excellent reputation for providing reliable and complete SCSI and Ultra-SCSI based systems.'' biz.yahoo.com If Ancor's switches can meet the price point of managed hubs, is there any reason that we'll have to wait for the normal migration to switches? It would seem like Ancor's new 8-port switch just short-circuited the typical migration path. Warning: I double-downed yesterday at 1 3/4. Look out below.<G> CraigS2

To: Craig Stevenson who wrote (18938)	10/29/1998 1:14:00 PM
From: Ken Richard	Read Replies (2) \| Respond to of 29386

What if they are simply naked shorts, by whomever, making the wrong call ? If this is the case, wouldn't there be a squeeze of Biblical proportions on any reasonable upward movement?

To: Craig Stevenson who wrote (18938)	10/29/1998 1:41:00 PM
From: Greg Hull	Read Replies (2) \| Respond to of 29386

Craig, <<I'm tempted to believe the Tailwind guy. (Maybe it's my nature. <g>) If he is telling the truth, then the shorting is coming from elsewhere. The big question is WHERE? Maybe an even more important question is WHY? Frankly, I don't like it. I was pretty comfortable when we figured it was Tailwind. If it isn't them, it might be one of the other big holders.>> Tail Wind was only 23% of the Series C offering. The rest was from the Citadel Entities. In fact, one of the funds bought 41% of the offering. The Citadel Entities are obviously a much bigger player in this game. We need more data on the conversions to date for the Series C offering. Greg