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: J Fieb who wrote (28122)	12/1/2000 1:44:26 PM
From: Smart_Asset	Read Replies (2) of 29386

JFieb, Incredible volume the last two days and both on the up side(so far)! What do you think of this post by Muldher, a very savvy tech poster on the yahoo thread. He makes the point that Qlgc is an asic design company. In the past I've seen the Q referred to as a semiconductor company, an hba company and a fibre channel company. In making a case to new investors its important to choose the right box and the asic design box would appear to include all of the above as well as soip, infiniband and ethernet storage products. >>by: Muldher <http://profiles.yahoo.com/Muldher/?.src=prf&.done=http%3a//messages.yahoo.com/bbs%3f.mm=FN%26action=m%26board=4687903%26tid=qlgc%26sid=4687903%26mid=32739&lg=us> 12/1/00 10:51 am Msg: 32739 of 32741 Tribe - Apparently you know little about Q. They are not a HBA company, they are an ASIC company. HBA's are simply the current package that they sell that leverages ASIC's. And if you think high speed interconnect ASIC design is a commodity business, you are pegging the clueless meter. << HK Desai responded to an AKumar proposal that Soip or GEthernet would supplant fibre channel with the idea that, if that happened, Qlgc would be in that space(Soip or GEthernet). Isn't this the Rambus appoach in CPU's? Are we a Rambus of the I/O world? I have many more questions than answers and appreciate any responses. Trying not to peg the clueless meter Tam

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