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: George Dawson who wrote (29329)	5/2/2005 10:16:23 PM
From: billy97	Read Replies (1) of 29386

I think QLGC did indeed break out switch revs last couple of Qs, after their one and only warning. Just recall hearing it during a recent CC and was amazed to hear something! Would have to dig for numbers. Perhaps the projection analysts for storage were off the mark 5 years ago (Dataquest?) which rippled into revs. ELX bought VIXL for about 100mil I think, basically the same IP as Ancor, SOAC as well. But no Infiniband IP, wait oh QLGC dropped that development! And no SATA development either. And no dividend from that big cash vault, just stock buybacks, which are then distributed to those very same Officers and Board Members, who approved the VERY dilutive ANCR deal, who appear to cash them out immediately, and never making any actual purchases.Hmmmm. Good Co. but show me a plan for future growth, another 5 year plan. or just get bought out.

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