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: Nine_USA who wrote (26832)	5/10/2000 1:12:00 PM
From: George Dawson	Read Replies (1) of 29386

"Am I smoking something again?" Herb, Like it used to say on the pack: "Wherever particular people congregate"... I think it makes sense as a hedge against the failed deal short term and only if the tax consequences are carefully considered. I agree with you, I don't think a "bidding war" is in the making, especially if the big guns decide they can afford to wait for SCSI over IP over etherwhatever storage. It will be the lack of competitiveness in the FC arena, as marked by the failed deal that could facilitate the waiting decision. BTW - regarding Ancor as a trailing stock - I looked at the total action on I-Watch yesterday (the pie diagrams) for both Ancor and QLogic. At the time I looked they seemed remarkably similar in terms of precentages. George

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