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: trendmastr who wrote (27684)	8/21/2000 1:46:35 PM
From: George Dawson	Read Replies (2) of 29386

TM, Looks like more of the same to me. Remember this release that came out when analysts were revising their earnings estimates from -6 cents/sh to -5 cents/sh: Message 12504391 Notice also that then the long term opportunity was described as "huge". I don't think it gets any less with the acquisition by QLogic or the growing interest in IB. I think Gus' post from earlier today is also relevant. What is SCSI over IP going to look like on the disk side? Are they going to design a new infrastructure to support it? Not likely - and if you make the argument they will just use SCSI, they would not have invented FC in the first place. George

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