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: Grainne who wrote (16493)	6/8/1998 5:46:00 PM
From: THOMAS GOODRICH	Read Replies (4) of 29386

Ancor potentially not winning a [significant] contract from IBM is tantamount to predicting your kid won't amount to much because he didn't make Ivy League. Nothing is further from the truth. We learned recently [from Ancor] the SUN wasn't shining on them, now we [investors] are pondering whether or not there remains a Big Blue sky which as time passes appears to be developing clouds. Not winning IBM's seal of approval will undoubtedly have a material impact at least initially on Ancor's future. IBM's Global Systems Group if I'm correct endorses Ancor products. The issue now seems to be whether or not Ancor will play a role in Enterprise-wide solutions. Should IBM select another vendor, this is by no means a death knell for Ancor as the potential worldwide Fibre Channel Adapter market is huge! As a public company Ancor is constrained from bragging about their stellar technology and instead must release to the public only material facts. Brocade and McData as private companies are not bound by such restrictions and may release whatever they wish at any frequency to the media. I am hopefully optimistic Ancor will contine to "bumble and fuddle" along until they too score [big] wins. I'm glad to see you're still on the bus!<g> Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next