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

To: Kerry Lee who wrote (13742)1/18/1998 4:47:00 PM
From: Roger Arquilla  Respond to of 29386
 
Kerry,

You correctly stated that "even in that worse case scenerio, the technology/intellectual property should fetch a handsome price." Several times in the last year we have seen large cap companies paying premium prices for smaller cap companies with little or no revenue. Could you even hazaard a guess as to what the proprietary value of a company like Ancor would be worth should bancruptcy and/or delisting occur? It seems as though is would be worth far more than its current market cap of 50 million.

Roger



To: Kerry Lee who wrote (13742)1/18/1998 11:58:00 PM
From: janski  Read Replies (2) | Respond to of 29386
 
Kerry, I find your ability to adjust your opinion about Ancor's
immediate prospects truly amazing. At least you finally learnt
something from being constantly wrong. This time at least you
qualified your statement about the OEM timing to a decision that
wil be made but not necesserily announced. That was brilliant man.


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