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

To: Nine_USA who wrote (15547)	4/5/1998 4:03:00 PM
From: Alan Aronoff	Respond to of 29386

I agree Herb. There are bigger fish to fry. I found the following post intriguing. <<EDS deal will NOT be exclusive to ANCR because they want to go the multi vendor route... but it also pratically guarantees that ANCR will get their fair share of a large order. >> messages.yahoo.com@m2.yahoo.com Makes some sense. Anyone familiar with EDS care to comment? An ocean of opportunity... eds.com

To: Nine_USA who wrote (15547)	4/6/1998 12:17:00 AM
From: janski	Respond to of 29386

Herb, "Aren't these the same sort of ZeroDollar relationships which Ancor bears would ridicule when Ancor announced them in the 'old days'?" Maybe. They do, by most part, look like 'real' companies developing their own products though as opposed to the distributors listed on Ancor site who mostly seem to be more like a corner hardware store displaying nails and pins right next to MK's. In fact, they all target a specific market: digital video distribution/post production. Something, that in my view should really explode soon. An area where it would seem class 1 should be of an advantage. Anybody remember "Independence Day"? We haven't even heard the name Brocade back when Ancor's switches were used to help make that movie. Avid seems to be a recognized leader in that area and a half a billion dollar company.