The New QLogic (ANCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: w2j2 who wrote (28962)	1/24/2002 8:52:58 AM
From: George Dawson	Read Replies (1) of 29386

I agree with Walter. The speculative value of the company (in addition to the ability to maintain growth during an IT recession and a large cash postion) is the potential upside with the new products and whether some of their additional product strategies will pan out. I think the embedded FC chip strategy is a good one. I haven't seen any arithmetic about how much value there is if the product lines (servers, tape drives, etc) all incorporated this low cost FC chip. I expect that number would be very large. Like most former Ancor shareholders, I would like their switch sales to take off. It does not look like that is going to happen. The web cast of the conference call is available on Q's IR page for the next 10 days: qlogic.com George D.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next