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


To: Kelly Igou who wrote (14382)2/17/1998 11:55:00 AM
From: Craig Stevenson  Respond to of 29386
 
Kelly,

<<That probably explains the quick rise from 7. Many are probably buying on the rumors.>>

That could be, but I don't think those boards are followed NEARLY as much as SI, and we haven't seen any rumors like that here.

I'm beginning to think that what many of us predicted would happen (OEM deal(s)) has either happened, or is close to happening.

Even the recent Information Week article that specifically states that Sun is in the process of choosing a switch vendor, and mentions both Ancor and Brocade, would add credence to Kerry's contention that Ancor might have a 50-50 shot at Sun. Those are better odds than most of us ever thought we would get.

Craig