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: J Fieb who wrote (21590)	4/28/1999 10:51:00 PM
From: Alan Bershtein	Read Replies (1) of 29386

How about the rest of you? I also just finished listening to the conference call. Holding for at least another year, maybe two or three does seem to be the play. If ANCR does 7 mil or so in sales for the 4Q and breaks even, then 30 mil in sales for 2000 seems very reasonable. The outlook is even brighter for 2001 and 2002 as the market ramps and matures. ANCR seems to be well positioned for this growing market. When I first invested in ANCR, I was speculating on two questions... 1. Will there be a significant market for FC switches? 2. Will ANCR gain a material share of that market? I am more comfortable answering yes to these two questions then at any time during the last three years. You can subtract my shares from the float because I do not plan on parting with them anytime soon. One last note. I have not seen it posted but did you know HDS is 84% owned by Hitachi and 16% owned by EDS. I like the fact that EDS is involved. Best regards, Alan

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