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

To: George Dawson who wrote (21750)	5/13/1999 2:33:00 PM
From: Ken Richard	Respond to of 29386

During my old HP days, we used to sell based on MTBF. HP's reputation is based on uncompromised reliability and quality of product. That continues today. I certainly can live with ANCR earning and achieving the reputation regarding quality of products such as HP has over the last 50 years.

To: George Dawson who wrote (21750)	5/13/1999 2:56:00 PM
From: jim g.	Read Replies (2) \| Respond to of 29386

George, I hear what you are saying, but an equity deal with a major partner would not hurt us, believe me. As for institutions it isn't the nasdaq listing or any of the things that have been mentioned. It is simply that the company does not have visibility going forward, they have even admitted they don't have a handle on future predictions. Institutions can afford to wait and are willing to pay a higher price for a stock if they can reasonably be assured of predictable growth. There are lots of examples but computer network comes to mind (cmnt), after what, 15 years or so its finally on its way and bear stearns issued a buy a few months ago. Now the institutions will pay $22/share for it because they now have visibility in terms of future revenues and earnings. But they sure were not involved in the past, so they don't mind paying up for a stock when they think it is ready. The sad thing however is that smaller investors will wait for years then when the stock finally is ready they usually get out to early for a smallish profit.

To: George Dawson who wrote (21750)	5/14/1999 10:43:00 AM
From: J Fieb	Read Replies (1) \| Respond to of 29386

Internet2 glossary....... internet2.edu Next Generation Internet: a federal government initiative focused on developing the revolutionary applications and networking capabilities needed by federal mission agencies such as the National Science Foundation, NASA, the National Institutes of Health, and the Department of Defense. GigaPoP: regional network aggregation points being formed by Internet2 universities to connect to a variety of high performance, and other types of networks. GigaPoPs provide scalable high-speed connection points. There are about 150 GigaPops. One near ANCR......... internet2.edu MSP Minneapolis Can someone who talks to ANCR regularly ask a few Q for us. Given the potential importance of internet2. Do they have any FC switches in test beds at one or more of the GigaPops?