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: Fang Li who wrote (19071)	11/1/1998 11:18:00 PM
From: Roy Sardina	Read Replies (3) of 29386

The valuation is based on the opurtunity cost o f building a switch and a premium for ANCR. Brocade and Vixel will no doubt have a low cost 8 port switch ut soon, and then what? Have you guys looked at the private equity markets lately?? a 150% premium seems fairly generous. Roy ----------- begin forward mail ------------ Roy, I can see that the price of Brocade's switch is three times higher than that of Ancor's. But it is not that clear to me that it should have a value three times higher.

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