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 (22436)	6/5/1999 6:43:00 PM
From: Slapshot	Read Replies (1) of 29386

Yes, I am still here and long ANCR. I have been following the developments and offer my personal observations. The management team has done an excellent job of landing Sun and with the warrants, give a huge incentive to be unofficially "exclusive". I also believe that a major hub vendor is in deep trouble and this could be the death knell for large hub OEM'S. I believe that Sun, who has distributed storage systems, needed to have large systems and found that cascading does NOT work, that switching is affordable and necessary. I have said this for seven years now and finally someone is listening. The Ancor cross-connect design is, in my opinion, a MAJOR factor in this win. I look forward to the revenue from the announced contracts and expect the third quarter to be good and the fourth to be incredible.

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