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

To: Roger Arquilla who wrote (20027)	1/8/1999 2:24:00 PM
From: J Fieb	Respond to of 29386

RogerA, You weathered quite a storm this fall. A lot of people in ANCR bought at 2 and don't kown how big the FC wave will become so they are gleeful to pocket some $$, but not me. Now I know that the SAN might be differnt than the LAN, but Dec. Data Comm stats on hubs in the LAN........... Table 1: The U.S. Data Communications Market 1998 GROWTH RATE PRODUCTS Hubs –47% PRODUCTS TOTAL 16% PRODUCTS AND SERVICES TOTAL 17% message.data.com Futher erosion planned for '99. I'll stay with a FC switchmaker! In JAN. Data COM gives a hot product award to Mercury's SANergy............ data.com

To: Roger Arquilla who wrote (20027)	1/8/1999 2:30:00 PM
From: jim g.	Read Replies (1) \| Respond to of 29386

roger, with about a million shares to be converted and about a million shares short, these two might balance each other off and who knows some of these hedge funds might stay long and become real investors. At any rate, i think at long last the reg d's are not a factor except for the dilution which has already taken place. Oftentimes news announcements are already built into the price which I think is the case here. Also it is hard to gauge the worth of these contracts. I guess Prisa is worth about a million or two and I dont know about the recent one.