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

To: mike fredricks who wrote (13158)	12/16/1997 11:45:00 AM
From: THOMAS GOODRICH	Respond to of 29386

No, I don't think Brocade and any other proposed IPO's will negatively affect Ancor. Given Brocades venture capital involvement, it is entirely possible multiples will be so inflated, the other Fibre Channel related companies could stand out as bargains and as well more IPO's could be in the offing. In this scenario ANCR, could surely win. Tom Goodrich

To: mike fredricks who wrote (13158)	12/16/1997 11:50:00 AM
From: JB	Read Replies (1) \| Respond to of 29386

I anticipate more business than both companies can handle if what everyone says on this thread comes to fruition. I spoke to the company yesterday and it is their opinion that the fibre channel business is being embraced by the computer industry and will be the accepted standard. As for Brocade, they have been talking about going public for quite awhile. Do they know that the second quarter in 98 is going to be the boomer for product sales? That would be the right time to do an ipo with maximum gains. The funds will buy both Ancor and any other company that is in that expansion mode. Don't worry about the number of investors. when they build the switches in mass quantity, they will come and buy the stock.

To: mike fredricks who wrote (13158)	12/16/1997 12:23:00 PM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Information posted on this thread indicated that any Brocade public offering -- if the company makes it that far without being purchased by one of its many friends in SV -- wont' be until the end of 1998. I, for one, believe that Brocade's high valuation in any IPO will drive the price of Ancor up. Investors appear to have enought money to by CSCO, COMS, ASND, CS and BAY, so I believe that there will be plenty of investment money for only two fibre channel companies, particularly once fibre channel is the buzz on the street. My 2cents. Pat