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

To: Roger Arquilla who wrote (20944)	3/1/1999 1:48:00 PM
From: Eleder2020	Read Replies (2) \| Respond to of 29386

>>>I can see not climbing, but falling back as far as we have is a real concern.<<< What should be a real concern for you is owning a stock like Ancor for this long and still being surprised by the speculative nature of your investment. I'd have been surprised if EMC had cut off their nose despite their face in not picking McData. Ancor switches would have cost them a fortune in the money they would have lost in their investment in McData. So what is your real concern? That your not sure whether to hold or sell.If your feeling uncomfortable it's usually better to sell. I'll stand pat as the numbers for FC look too good. I said IMHO about two weeks ago that the only way that Ancor was ever going to have a shot at EMC was to knock Brocade out of the McD box and have Ancor be part of the McData switch. Ed