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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Pigboy who wrote (22963)	6/23/1999 10:52:00 AM
From: Roy Sardina	Read Replies (1) of 29386

Actually I think the whole SAN space is interesting, and can't believe that 3COM stepped away. There are from what I understand three new players going after a switch product in this space. Some are hybrid (GigE + FC)so I think the space is getting interesting. Couple that with the strength that NGIO seems to be showing and the High-Speed I/O space will bring the major players in eventually. I think CSCO, INTEL and others will win here BIG. I like ANCR, I always liked ANCR. I loved them at 1-1/8 and said so, if it hadn't been for their investors abilities to issue shares at nausium last October (read dilution) I would have taken a major stake (read SEC filings) I've said it before, there has never been a market with a single winner and FC would be no exception. Roy

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