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: Roger Arquilla who wrote (16790)	6/24/1998 1:46:00 PM
From: Roy Sardina	Read Replies (1) of 29386

Roger The Fibre Channel market is in it's infancy. There simply isn't enough momentum yet. Brocade believed they would have more OEM's by now. (there just aren't that many companies that have made the FC transition), and ANCR is still well positioned well. This is NOT the bottom of the 9th. Trust me, when the big 5 networking companies start in the game, it will get interesting. The number one asset of these companies is employees. Staffing in FC companies is difficult, finding competent engineers is next to impossible, and ANCR has some. That makes them valuable. Their market cap doesn't reflect that right now, but it will (market efficiency always works) either that or the other FC guys will have to live with a lower market cap too. ouch to their VC's..... Roy Sardina ---------------------- bfm ------------------------- Again...we are stuck with wait and see. I only hope they realize that we are in the bottom of the 9th, and behind on runs.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next