The New QLogic (ANCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kerry Lee who wrote (23487)	7/26/1999 4:34:00 PM
From: Alan Bershtein	Read Replies (2) of 29386

It is interesting to note that PJC forecasts FC switch market dollar revenues to grow from $33.8 million in 1998 to $122 million in 1999 to $430 million in 2000 to $1.24 Billion in 2001 and $2.26 Billion in 2002, a CAGR of 112%. They list IDC and USBancorp Piper Jaffrey as the sources. It is interesting to note that PJ projects ANCR's 1999 revenue to be 46 mil or 37.7% of the 122 mil FC switch market projection. The 37.7% is towards the low range of KH's 1/3 to 1/2 estimate of ANCR's share of the market. Going one step further, if we apply 37.7% market share to PJ's switch market estimates, we get ANCR revenue of 162 mil in 2000 and 467 mil in 2001. I would welcome a critique of this extrapolation as I try attempt to get a handle on ANCR revenues for 1999, 2000 and beyond.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next