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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: BlueCrab who wrote (22172)5/28/1999 10:42:00 AM
From: iceburg  Read Replies (2) of 29386
 
Well,

Brocade now has a market capitalization of 1.5B Ancor has a MC of 250M. Ancor thinks they will win 1/3 of the switch market a short ways down the road.

Something has to give. I think Ancor is going to go up rather than Brocade crashing down to $20. Opinions? This whole sector is going to be hot for quite a while, I do not foresee Brocade crashing.
I do foresee a revaluation of our favorite stock...

All IMO

Steve
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