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: Mr. Twister who wrote (26842)	5/10/2000 5:22:00 PM
From: Slapshot	Read Replies (2) of 29386

I would like to weigh in on this merger. First, this is a 1+1=5 transaction. With Ancor's engineering and Qlogic's marketing presence and OEM relationships, this is a marriage made in heaven. If the joint team gets IBM, Dell, CPQ OR Net App, it is huge! Not only does Brocade lose but ANCR/QLGC WINS. Second, from what I hear, this could be a somewhat seamless merger of engineering cultures and we get aggressive management willing to take on BRCD. The new entity won't be hamstrung by lawyers worried about past lawsuits. Third, the company will have over $200 million of cash! Fourth, the new entity sells a solution from one company. This will be a major factor in presentations and problem solving. Believe me, I know what it is like to get screwed by "partners" whose product doesn't work in an OEM integration. And last, Ken & Cal have most if not all of their net worth tied up in Ancor stock and options. They are both pretty smart guys and I think their best interests are also ours. I will vote my shares for this merger.

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