The New QLogic (ANCR) Message Board

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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: KJ. Moy who wrote (26753)	5/8/2000 11:32:00 AM
From: Joe Wagner	Read Replies (2) of 29386

The timing of this announcement (QLGC buying ANCR) is interesting. I think the competition is getting a lot more intense between FC and Ethernet, with the CISCO news (Etherstorage). The synergies between QLGC and ANCR could make a very good match and help them combat this new threat, and the stock price can still skyrocket because they are both similar in size and very high growth companies. LUCENT and NORTEL should see this news from CISCO as an opportunity to crush CISCO if they embrace Fibre Channel and push hard to make it the Telecoms first choice. This will drive costs down on Fibre Channel and outcompete CISCO with a superior product. It is a race to the finish line. Fibre Channel needs to push very hard right now. Joe

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