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

To: Paul Moerman who wrote (26788)	5/8/2000 5:52:00 PM
From: Logain Ablar	Respond to of 29386

Paul: My perspective is its a good deal. Would it have been better if the % was higher? Maybe not with the tanking of QLGC today. I think by the QLGC price drop their shareholders feel they over paid. Look at what happens going forward. You have two united companies that can integrate their products and not duplicate sales, back office and other functions. Also the time to market factor is critical and I beleive this should help. Should also help in gaining against competition. QLGC is a stronger company (my research is limited here) going by sales and earnings. I remember what happened to INTU a few years ago. MSFT was willing to buy them out @ $80 but they couldn't obtain JD approvals. The INTU shareholders were the ones shafted. INTU dropped down into the teens from there (it took a couple of years) while MSFT stock increased 150% (todays level). So while INTU recovered to $80 (but has since sold off and split) the shareholders could have had $200. Of course we consumers won out with the choice of MS Money or Quciken vs. one at a higher price) I'm sure there are examples both ways but normally when you combine two good companies (and management of the acquired is on board with the deal) you end up with a better company. When you combine two week companies the odds are you still have a weak company. We have two good companies which has the potential to be even better as one. JMO Tim