Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fang Li who wrote (24049)	9/10/1999 2:50:00 PM
From: Huei-Sheng Kao	Respond to of 29386

Could someone explain to me where is BRCD's 20 mil. revenue coming from? Is BRCD's run rate that much higher than ANCR? If it is already posted, it will be appreciated if anyone care to post it again.Thanks.

To: Fang Li who wrote (24049)	9/10/1999 2:55:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Here's something from an article posted on the EMC thread: Message 11209430 Sun, HP says, simply cannot match it here because it has no finance company. HP has a $5bn fund. White told ComputerWire that roughly one-third of HP's partner deals now have an HP Finance component. Also, he says, HP will get revenue from partners' existing product sales, not just future work. White says that HP will increasingly aim to use debt financing for pre-IPO companies as a way to guarantee long-time positions and eventually equity in its so-called baby gorillas. Ann Livermore, president of HP's Enterprise Computing unit observed wryly that "we got no equity in Ariba [one of HP's early internet partners] and we are all banging ourselves on the head now." While this is referring to customers, requesting equity warrants from small suppliers may not be so uncommon within a couple years. Greg

To: Fang Li who wrote (24049)	9/10/1999 5:10:00 PM
From: Jim Withers	Respond to of 29386

Fang Li; You said "The more switches Sun buys,The higher Ancor's stock price, the more it has to discount the sales. The higher discount Sun gets, The happier Ancor's share holders." I couldn't agree more. I was wondering if anyone else shared my sentiments. The part of the article that sticks in my mind is where it said that it sounds like a sweet deal for SUN but not so sweet for ANCR. I disagree with that. As far as I'm concerned the sweeter the deal for SUN the sweeter it is for ANCR shareholders. Jim