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


To: GuinnessGuy who wrote (17171)7/11/1998 7:05:00 AM
From: Craig Stevenson  Read Replies (1) | Respond to of 29386
 
Craig S2,

I don't think there is any doubt that the Fibre Channel market is expanding rapidly. I still think it's going to be HUGE. (At least we were right about that. <g>) The question is whether Ancor will be a player. I'm very nervous about the upcoming quarter, because of the lack of any announcements, the rising short interest, and the big selloff several weeks ago. If Bullstroke is right, and these OEM deals went to Brocade and/or Vixel/Arcxel, things could get ugly.

Craig