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


To: szabel who wrote (27142)5/25/2000 8:55:00 PM
From: billy97  Read Replies (1) | Respond to of 29386
 
Great Thread
I'm a longtime QLGC long, and I appreciate the informative
posts relating to our new combine, esp. relating to the switch market/technology.

It's difficult to accept the timing of this acquisition, I feel ANCR would have been a better buy a bit down the road, but it is my understanding that more than 1 company was looking at ANCR. Now I am even more longterm as a long.

Not only is QLGC loaded with excellent management, they (we)have a ton of IP (Intellectual Property)and excellent engineers ready for new technologies. QLGC would be an excellent takeover target for the likes of an EMC or INTC if the stock price declines much more, which I do not anticipate.

Small point. The Ancor name will go away. The company and stock is Qlogic. I know you guys have a history here on SI, now we are ready to write alot more.

Thanks and keep it up.

PS - F Kumar