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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: George Dawson who wrote (26101)2/13/2000 4:17:00 PM
From: J Fieb  Read Replies (1) of 29386
 
George D., Can you give a link for the T11 reflector? Thanks. Perhaps you could say why Sonet is better?
GE appears more attractive given GG sentiments, (His like of CDMA has propelled TERN far ahead of rival COMS). Gilder hates Sonet too. But it's already in place and covers greater distances?

. I should have included this INTC question and answer;

Q. What is the ideal way of exiting an investment for Intel? Are you looking for an acquisition? Are you looking for an IPO?

A. The ideal thing for us is that a company succeed in its marketplace because that was really the idea in the first place, that they help our market. The number of times we ended up acquiring a company when we were investors -- in my memory, I think there was only one company. When a company has an IPO, eventually there are some of the shares that we end up disposing of, but we have to be very careful not to hurt the companies in the market.

We don't want a headline that Intel walks from the company. That's not the idea. Strategic relationships are likely to continue, but there will be some sale. It's probably logistically easier if the company gets acquired, but it really doesn't matter. Frankly, if they succeed in their market, the financial returns will be there, in one form or another.

If any of you are new to FC and ANCR because of the Red Herring March issue please speak up with any Questions that you have!
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