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

To: BlueCrab who wrote (23044)	6/27/1999 6:33:00 AM
From: Greg Jung	Read Replies (3) \| Respond to of 29386

BlueCrab, string together a RAID array, put it on a network, add a little software and you have your storage solution. Add a few acronyms for spice. Graphics chips are a good example of how crowded good, even difficult, technology can be. In FC storage you have much bigger players that have always been ready to deploy, based on demand. Storage Technology Seagate EMC I think in the several prospectuses issued by Ancor you will find a warning about how this field is also crowded with a number of competitors with greater resources, a better operational history, etc. etc. I have nothing against the company, it may get up to $40M/year or better in the next few years before it disappears. Nothing I've found even remotely justifies the market cap - even drawing parallels with crazy Brocade doesn't work well, since there are good counter-examples in other industries. Generally the hyper-inflation is limited to the IPO issue for a limited time.