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

To: George Dawson who wrote (23840)	8/20/1999 12:18:00 PM
From: George Dawson	Respond to of 29386

Analyst consensus currently is two "buy" and one "strong buy". George D.

To: George Dawson who wrote (23840)	8/20/1999 1:50:00 PM
From: The Freep	Respond to of 29386

Good comments, George. My biggest quibble with the article (besides the cash starved comment) comes from this section: <<How many switches can Sun sell? Quite a few if you listen to Ancor. Using figures supplied by International Data Corp., the company has been saying that the fibre-channel switch market could be worth $235 million in 1999, $558 million in 2000, $1.1 billion in 2001 and a whopping $1.7 billion by 2002. >> First, I've never heard Ancor say that Sun will sell ANY number of switches, small or large. Sure, that's the implication of the OEM, but Ancor has never, to my knowledge, hyped themselves in any way. Second, to blame Ancor for using IDC's figures -- the very same figures Brocade, Vixel, and Gadzoox use -- and somehow spin that into the company hyping itself seems disingenuous. Brocade made reference to those numbers on their CC didn't they? The recent coverage of Brocade (you know, by the Gorilla Game author (who failed to list Ancor as a competitor)) also referenced those numbers. This is a classic example of twisting facts to support a viewpoint. Mind you, some Ancor bulls have done that from time to time. . . . It always serves to remember that Ancor is speculative, though I'd dare say it's a little less speculative now than it was in the past. Sun is a critical component for certain, and I will sleep better when that OEM starts shipping. But I ultimately agree with George -- a closely watched long might be better than a cursory short. my opinion only, of course. the freep