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


To: Kerry Lee who wrote (20140)1/14/1999 1:55:00 AM
From: BuzzVA  Read Replies (1) | Respond to of 29386
 
PS - what makes Mark McGuire's 70th Home Run ball worth $3 million???

Only one in existence! :~) Wish ANCR was the only FC switch mfr in existence. I'll take $15 per share right now.



To: Kerry Lee who wrote (20140)1/14/1999 10:03:00 AM
From: Ken Richard  Read Replies (1) | Respond to of 29386
 
Kerry, you wrote

<<< Compaq bought Shopping.com for $220 million in spite of 9
months revenues being only $4 million and losses of -$19 million. >>>

About a year ago or so I brought a lawsuit against shopping.com on behalf of PSQL for failure to pay for enterprise software. Their CFO had just resigned and they were in TOTAL disarray. In fact, trading was halted on its shares about 6 months ago by the SEC and the SEC shut down the Irvine boutique broker which took it public. The CEO resigned also. It was a fiasco. So imagine my UTTER shock when I read last week that CPQ was taking them out.... If THIS is a true reference for market cap value today, katie bar the door, our little gem will make us VERY happy...

<<<< Gadzoox technology is playing catch-up in switching. >>>>

By coincidence last week, while having lunch at my favorite litte strip mall Chinese restauraunt, I overheard two guy talking. Though it was loud in the place, I heard the words "switching", "fibre", "hub". Not being able to contain my curiosity (or nosiness) I butted in and introduced myself as an ancr investor. Turns out that they were Gadzooks engineers. They were well aware of ancr, complimentory toward it, and saw the switching market exploding. Also, they indicated that they have a new switch in production, but the impression I got was that they were still working on the asic and that it would fall short of the juice provided by ancr and brocade.




To: Kerry Lee who wrote (20140)1/14/1999 11:40:00 AM
From: doc  Respond to of 29386
 

>What makes YOU think that "a_rapport" on Yahoo is the same "adam rapport" or "wilhu" or "bullstroke" for that matter?

just a gut feeling.

>Months ago when I forwarded several of bullstroke's posts to a VERY senior mgr at Ancor, this person's response was a) this person ( bullstroke ) doesn't know what he's talking about/he's out in left field

did you happen to forward the one where AR announced to the world that the sequent deal was dead two weeks before the official press release?

i really don't care who he is anymore. i've never felt more comfortable holding a stock than with ancr. would have been very disappointed with a buyout under $20. the fun is just beginning. for ancr to bail now would be heartbreaking.



To: Kerry Lee who wrote (20140)1/14/1999 12:07:00 PM
From: doc  Read Replies (2) | Respond to of 29386
 
kerry,
what do you think of this post?
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