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


To: Eleder2020 who wrote (20946)3/1/1999 2:05:00 PM
From: Roger Arquilla  Read Replies (1) | Respond to of 29386
 

Elder2020

<<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.>>

A year ago yes, but not any more. The time for speculation should be over. This is the time for growth. We have all seen the numbers on what this market is projected to be worth. With only 2 major switch suppliers, 1 of whom is privately held, why is Ancor still a crap shot? It would seem to me like smart money would be buying this company. The price erosion since January just seems out of proportion. If todays trend continues, we will finish in the 4's. I'm not bailing out. This just doesn't make a lot of sense.



To: Eleder2020 who wrote (20946)3/1/1999 2:07:00 PM
From: Huei-Sheng Kao  Read Replies (1) | Respond to of 29386
 
Hi,just got off the phone with C.Nelson, I will try to remember the exact words.Accordind to him, EMC and Mcdata is not" exclusive",and the 64 port switch does not include silkworm,and there is ongoing relationship between ANCR and EMC.Sorry, this the best that I can remember.