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

To: THOMAS GOODRICH who wrote (20952)	3/1/1999 10:23:00 PM
From: doc	Respond to of 29386

check out asic_1's most recent post on yahoo. he hints of something "sinister" (my take) going on. especially on the day of the CC.

To: THOMAS GOODRICH who wrote (20952)	3/1/1999 11:26:00 PM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

Thomas- I suspect that the bad news was today in the form of the EMC announcement. Ed

To: THOMAS GOODRICH who wrote (20952)	3/2/1999 12:52:00 AM
From: Huei-Sheng Kao	Read Replies (2) \| Respond to of 29386

I asked about whether he still expect ANCR to get 1/3 to 1/2 of OEMs, he said "yes",and he was not surprised by the EMC announcement today. Also he mentioned that DELL has not evaluate ANCR'S new switches.ALL he was willing to said is that there is ongoing relationship between EMC and ANCR. Thru out the entire conversation,he sounded pretty upbeat about ANCR'S future,the only disappointment he mentioned was the BULL.

To: THOMAS GOODRICH who wrote (20952)	3/2/1999 5:23:00 AM
From: Wayne Pollard	Respond to of 29386

Tom, My personal take on the plunge is the hype and day-trader effect. The Yahoo! Board, which I scan once a week, seems to be pretty active with hype. I will most likely not visit there anymore. Nothing has changed from the Conf Call, the fundamentals are sound, and it is STILL the next few quarters that matter... not the next few hours or days. It was nice to see the rise to 8-9, but this attracted more temporary folks than longs. The next few quarters will bring analysts, funds, etc. IMHO! VR, Wayne