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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: billy97 who wrote (29074)11/3/2002 10:07:14 AM
From: KJ. Moy  Read Replies (1) of 29386
 
<<Absolutely the Q merger was great for ANCR shareholders and not so great for QLGC shareholders, who cannot measure the success or lack thereof, since the switch revenues are not broken out! >>

Do you honestly believe Q can kick Brocade's behind without the ANCR acquisition? Brocade claimed to have the switch market locked up. Well, it is not quite true now. Isn't it? The market looks ahead and the expectation is that Q's product line is superior to the rest of the SAN switch/HBA providers. With the economy rebounding, Q will continue to enjoy the market premium which Brocade and the rest no longer has.
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