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: Douglas Nordgren who wrote (27169)	5/28/2000 10:46:00 PM
From: szabel	Read Replies (1) \| Respond to of 29386

I see as well as many others see interest rates hitting 7.5% by years end. Later this year and much of 2001, growth, earnings, and revenue will be in decline. More negative pre-earning announcements by high tech companies followed by analysts adjusting their forecasts lower as well. But dont worry, millions of inverstors will see what they want to believe, not what is actually happening.

To: Douglas Nordgren who wrote (27169)	5/28/2000 11:30:00 PM
From: Greg Hull	Read Replies (3) \| Respond to of 29386

Douglas, << The coming wafer shortage was causing me a little concern, but ANCR gains access to components through QLGC's orders. Larger chip customers can command priority shipments from suppliers/mfrs. A critical supply concern to Ancor's ramp is met with this deal>> Would Ancor be sourcing the components, or would this be the province of Pemstar? I haven't checked to see who Qlogic uses, but I wonder if their will be consolidation of ECMs. Greg