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

To: Paul Moerman who wrote (26795)	5/8/2000 11:51:00 PM
From: iceburg	Respond to of 29386

I have been trying to ignore the boards but I could not resist. FIRSTLY: Hat's off to Ancor & QLogic. Neither I nor any of my sources had a clue this was going to happen. Secondly: QLGC is the premier supplier of FC adaptors, commanding >60% of the market. They are steps ahead of competitors EMLX and JNIC. Check the technology people. Thirdly: Will BRCD take biz away because they change vendors, or will QLGC take biz away because ANCR and QLGC technology is better? Time will tell. BTW, I have a clue ;-) BRCD has a market cap well over twice that of QLGC. With this alliance, is ANCR's firepower alone not worth QLGC's MC? This is going to play out in our favor. Steve