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

To: Gary Doan who wrote (22919)	6/22/1999 12:26:00 AM
From: Ken Richard	Respond to of 29386

Just watch it unfold before your eyes over the next 24 months ..

To: Gary Doan who wrote (22919)	6/22/1999 7:15:00 AM
From: nic	Respond to of 29386

Gary, yes, it is a sector move, and an overdue one IMHO. Regarding comparative valuation: ANCR is perceived by many here as having superior technology but inferior marketing to BRCD, which had the lion's share of past sales. I personally look at BRCD as a "fully hyped" FC stock (due to their recent IPO), and evaluate ANCR's upside relative to that. EMLX doesn't make switches, which are the highest margin segment of the exploding FC market. Regarding the deal with Sun, the full number of warrants will be vested only if Sun purchases 100M worth within 3 years. So come on in, the water's great! ;-) - nic