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

To: Bob Frasca who wrote (26750)	5/8/2000 8:19:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 29386

Anyone else think they sold out too cheap? Not with their balance sheet. BB

To: Bob Frasca who wrote (26750)	5/8/2000 8:39:00 AM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

Bob, <<Anyone else think they sold out too cheap?>> Only if you are considering in selling out after the merger. The new company will have the best of the FC and Infiniband world going forward. It will be a hyper-growth company just like Ancor used to be. And, we, Ancor shareholders receive instant value on our investments. Just another way of looking at the situation. KJ

To: Bob Frasca who wrote (26750)	5/8/2000 8:51:00 AM
From: Nine_USA	Respond to of 29386

<<Anyone else think they sold out too cheap?>> Too cheap! QLGC is buying ANCR for 1/7 the market cap of BRCD. They get nearly half the long term FC market, plus the InfiniBand venture thrown in. At least QLGC is down 45% from its recent all time high and the combined company should grow faster QLGC alone, so there may be a near term price bump for QLGC as well. Let's see what ANCR management has to say. Let's see what SUNW, EMC, CSCO may say.