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: Roy Sardina who wrote (19084)	11/1/1998 11:41:00 PM
From: iceburg	Read Replies (1) of 29386

Brocade and Vixel will no doubt have a low cost 8 port switch ut soon, and then what? The point is that ANCR has re-established itself as the leader rather than a follower. ANCR is already worth $50M fully diluted. A leader in an explosive growth industry will command a much higher premium than 50%, expecially given the share price is already artificially low due to the recent introduction of 7 million shares. If ANCR is worth $50M then your Brocade options are toilet paper. You want the same thing we do - high valuation for FC companies, especially switch companies. This way we all win, and I do plan on winning... Steve

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