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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: w2j2 who wrote (26716)	5/5/2000 8:43:00 AM
From: George Dawson	Read Replies (4) of 29386

I wouldn't underestimate ADPT: Walter, For a while this company was doing very well and was picked by conservative analysts on their financial strength. The stock price became volatile after that and I think you could have bought it late in 1998 for a very low price. That was the last time I followed the company. I was interested because one of my reference books on I/O was written by two of their engineers. It had a chapter on FC. They will apparently be demonstrating what some of the big guns have only been talking about. They have a lot of SCSI experience and experience selling a lot of product. If the EtherSan works well it could be intense competition. George

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