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

To: iceburg who wrote (22991)6/24/1999 12:08:00 PM
From: Kelly Igou  Read Replies (3) | Respond to of 29386
 
No, Ice, but it's probably the main reason.

Without the BRCD IPO performing as it has, I see ANCR as a mid-teens stock.

Look where they initially priced the BRCD IPO.

I guess my gut feel is that at some point there's going to be a reconning for some of these high-flying IPO's, and, as ANCR was swept up, BRCD and ANCR will be swept back to more realistic levels.



To: iceburg who wrote (22991)6/25/1999 7:56:00 PM
From: Greg Jung  Read Replies (2) | Respond to of 29386
 
Ice, how much FC has Sun sold to date? Meanwhile there is a slew of competitors ready to supply. It certainly is a speculation especially if you are dividing the technology solely between ancor and brocade, who look like the two smallest and latest players in the game.

Greg


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