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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: Pierre Aydin who wrote (12563)11/20/1997 12:11:00 AM
From: THOMAS GOODRICH  Read Replies (1) of 29386
 
Pierre,

It's likely Ancor "will be gone to a big fish" at some point in time, perhaps even as soon as next year or the year after. The same scenario for Brocade as well with venture capital now in control. VC's play for big bucks and a quick spin (and they play to win big) so I would never rule out an IPO, merger or acquistion. The prospects for Fibre Channel and Fibre Channel vendors such as Ancor appear ever brighter with each passing day and ven cappers undoubtedly smell handsome rewards. So in essence I would consider Brocades new found wealth bullish for Ancor as well.

Tom Goodrich
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