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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: Ed Schultz who wrote (26158)	2/18/2000 2:46:00 PM
From: Bob Frasca	Read Replies (2) of 29386

Interesting you should pick that analogy. After all, the tortoise won that race... Here are some remarks from Ashok Kumar from the following article. "There is a wide divergence in the valuation of the two companies," Kumar said in an interview. "Brocade is valued at 49 times calendar 2001 sales while Ancor is about a tenth of that." "The product lines of the two companies are identical," he said. Brocade was just earlier to the market." Kumar also said that there is a chance of a major change in the valuation difference between the two companies. "Two things might happen" said Kumar. "Either Ancor shares rise to Brocade's valuation levels, or Brocade falls back to Ancor's." yahoo.cnet.com

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