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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Roy Sardina who wrote (22531)	6/10/1999 11:13:00 PM
From: Eleder2020	Respond to of 29386

>>As to ANCR price...last fall if Sun had been quick they could have bought their switch supplier for 2-5$ per share, less than the revenue they will be paying them. Instead they got warrants for helping ANCR survive. Nice deal either way<<< Roy-The market has valued Ancor at a market cap of 385 million and Brocade at 1.59 billion. Do you find those valuations reasonable for each company today and do you see the growth curb similar to the way some of the analysts do for FC? >>Meaning some other large OEM would have received the same discount sending their margins down the toliet.<<< Are you saying that the Ancor/Sun deal will turn the FC switch business into a low(toilet)margin item for tier 1's or will the price per port come down over time increasing the margins. Thanks in advance.Glad you are doing well with your stock. Ed