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

To: Roger Arquilla who wrote (16790)	6/24/1998 1:46:00 PM
From: Roy Sardina	Read Replies (1) \| Respond to of 29386

Roger The Fibre Channel market is in it's infancy. There simply isn't enough momentum yet. Brocade believed they would have more OEM's by now. (there just aren't that many companies that have made the FC transition), and ANCR is still well positioned well. This is NOT the bottom of the 9th. Trust me, when the big 5 networking companies start in the game, it will get interesting. The number one asset of these companies is employees. Staffing in FC companies is difficult, finding competent engineers is next to impossible, and ANCR has some. That makes them valuable. Their market cap doesn't reflect that right now, but it will (market efficiency always works) either that or the other FC guys will have to live with a lower market cap too. ouch to their VC's..... Roy Sardina ---------------------- bfm ------------------------- Again...we are stuck with wait and see. I only hope they realize that we are in the bottom of the 9th, and behind on runs.

To: Roger Arquilla who wrote (16790)	6/24/1998 9:33:00 PM
From: Craig Stevenson	Respond to of 29386

Roger, Thanks. I re-read my post again tonight, and I think it is an accurate assessment of where we are today, even though it is not very optimistic. Actually, the most positive thing that I can find is that Roy Sardina generally agrees with Ancor management that the Fibre Channel market will be big, and that it has simply been slow to materialize. A rapidly expanding market will help Ancor immensely, by providing the incremental revenue that they require and by expanding the OEM possibilities. Craig