SI
SI
discoversearch

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 16.070.0%Aug 24 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Craig Stevenson who wrote (25891)2/1/2000 3:55:00 PM
From: David Andersen  Read Replies (1) of 29386
 
Craig, welcome back. Even if you do not follow the industry as closely as you did before, you still know more than virtually all of us. Feel welcome to post at any time.

Greg Reyes' statement that they had never lost a contract for which they had competed would also give me great pause - if I believed him. I simply cannot believe that they did not compete for Sun, and Hitachi, and I cannot believe that BRCD passed on the Infiniband cooperation with Intel. I believe that Mr. Reyes is parsing his words carefully and that he defines not competing as withdrawing in the face of an imminent loss.

Now, as in 1996, ANCR's bright future is still just over the horizon. However, that bright future seems a great deal more solid now than then. I have stayed and bought more as my level of confidence has increased. So far I don't regret it.

I do regret having to read the mindless hyping on both sides. However, with this stock mindless hyping and unbelievable volatility seem to be the price of admission.
Drop in again soon.

By the way, as I remember your famous CC comment you told management that they could have made more money selling adapters, not hot dogs, but hot dogs makes a better story.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News