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: George Dawson who wrote (25885)	2/1/2000 1:58:00 PM
From: Craig Stevenson	Respond to of 29386

George, Actually, this particular comment came directly from Greg Reyes: on24.com Now granted, Greg could be lying, but it seems to me that the danger for ANCR investors is what if he is telling the truth? That would mean that Ancor didn't WIN Sun after all, but was given the contract after Brocade turned it down. (It might not even matter at this point, since Ancor is clearly shipping some product to Sun, but it is something that I would have wanted to know beyond a shadow of a doubt if I still held any ANCR shares.) My concerns with the warrants have little to do with Ancor itself, since the company isn't really affected. It has to do with market psychology, which hasn't even been touched upon. (For example, does the AVERAGE investor even know the difference between GAAP and Pro Forma?) Craig P.S. George, you have done a great job of cutting through most of the hyperbole here. SI is still a much better forum for relevant discussion of the various issues. Keep up the good work.