SI
SI
discoversearch

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: Pierre Aydin who wrote (13492)1/6/1998 12:51:00 PM
From: Craig Stevenson  Read Replies (2) | Respond to of 29386
 
Pierre,

I agree, but Morgan Keegan must have done SOME research to arrive at those numbers. Even if we discount the numbers by 50%, because they appear to be too optimistic, that still leaves $550 Million in switches alone. Give 55% of that to Brocade, 25% to McData, 10% to Arcxel, and leave the other 10% for Ancor. That is still $55 Million, just in switches! That number at least SOUNDS plausible.

I also think it is safer (given past history) if we assume that Ancor will only get 1 out of 10 OEM contracts. I just wish I knew how big some of those contracts will be. We only have Sequent to base anything on, at this point.

The Brocade IPO is important because it will probably provide some hard numbers for us to examine.

Craig



To: Pierre Aydin who wrote (13492)1/6/1998 1:11:00 PM
From: JB  Read Replies (1) | Respond to of 29386
 
Well Roy didn't get the oem for hubs with Sun...interesting they didn't go with a Silicon Valley Company. That was very interesting..I remember Roy said first they go with hubs then switches so ANCOR must be next.



To: Pierre Aydin who wrote (13492)1/6/1998 1:14:00 PM
From: craig crawford  Respond to of 29386
 
<< Anyway, If ANCR hits 50M in sales this year I am happy. >>

So if ANCR only got $25 million in revenues (a 200% increase) you'd be upset?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News