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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: w2j2 who wrote (19765)	12/15/1998 9:48:00 AM
From: blake_paterson	Read Replies (1) of 29386

A couple of thoughts, strictly non-tek, fwiw: 1. Look at Prisa's positioning in the PR's / announcements. As it should, it is befitting of the entity providing the solution. ANCR, as the OEM supplier of part of this solution, gets a favorable, but very small mention. 2. Assume that there is no acquisition in the near-intermediate term. Cash flow and MO need to be built in order to survive and prosper (duh). If management is focused on building value before an acquisition or for the long haul (an UPward spiral from hereon :)), they need to capitalize on this event and others to build momentum. NO better way to do this than to become a solution provider, rather than just a supplier of OEM components. CAN'T do this w/ the current (human and product) resources. One way to do this is to buy a co. like Prisa or other niche solution provider. Assuming that capital could be accessed, buy a privately held entity, leveraging (an albeit weak) position as a public entity to do it. FWIW BP

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