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

To: George Dawson who wrote (17362)	7/24/1998 3:07:00 PM
From: james nowak	Read Replies (1) \| Respond to of 29386

I am starting to believe that bullstroke may be right about his guess on a .99 share price. Anyone else have an idea where this may bottom out? And when it does, is this worth buying back into? Thanks, J. Nowak

To: George Dawson who wrote (17362)	7/24/1998 8:08:00 PM
From: Roy Sardina	Read Replies (5) \| Respond to of 29386

The LAN market for Fibre Channel is minimal at best. mostly because the host bus adaptors that are presently being sold have terrible Packet Per Second Counts (PPS) they are actually all below FDDI speed right now. The main reason is that they are presently optimized for FCP (SCSI) they have average latency numbers in the 25-100 micosecond range which just doesn't cut it for networking. As to ANCR announcement, the are transitioning. The market has been slow to mature, and none of the FC switch companies is doing great. Brocade continues to burn money at an excessively high rate, and Sequent is swimming in switches....The hardest thing to believe is that a FC copmany has a market cap below $24million. Just to put things in perspective G2 recently closed a round at above $30 million, Brocade closed one at above $125 million and Gadzoox at aboive $100 million. Makes ANCR a cheap buy. Vixel paid almost $40 million for arcxel (all they had was an FPGA prototype of a switch) they could have bought alot more technology from ANCR cheaper (at least this week) Roy