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: Nine_USA who wrote (22071)	5/25/1999 3:40:00 PM
From: J.S.	Read Replies (2) of 29386

As BRCD moves higher so does ANCR.....slightly When BRCD retraces ANCR drops ....... significantly Given expectations, it might have taken a BRCD surge to 70 to get ANCR over 12. The whole point about IPO's is that they do not play on a rational market. A 20% increase in the price of BRCD may only reflect in a a 2% increase in ANCR. Going forward, ANCR will have to demonstrate inroads into BRCD's leadership position (as is widely believed). Otherwise we may have an AOL - Compuserve situation in reverse. AOL --leader with inferior product. Compuserve (the IPO) - good product bad marketing. When AOL took over Compuserve's decreasing subscriber base (still decreasing) the market revalued these subs by more than a factor of 10! Perception not rational analysis is vital. I think the ANCR/BRCD situation is different and that given additional ANCR wins, a high flying BRCD stock will pull ANCR stock with it. --Joe

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