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


To: Roy Sardina who wrote (19028)10/30/1998 9:15:00 PM
From: J Fieb  Respond to of 29386
 
"ANCR could be bought for under $50 Million."

Yikes, with all the dilution then we are fully valued today?
Say it isn't so. I hope things change for the better.




To: Roy Sardina who wrote (19028)10/30/1998 9:29:00 PM
From: Ken Richard  Read Replies (2) | Respond to of 29386
 
I'd like to get ANCR management's response to that. Of all your posts Roy, over the past year or so, I'm sure you would the most disagreement on ANCR valuation, given the technology, market, etc.

In light of all of the industry/company news in the past 90 days, your armchair valuation makes no sense at all. Your post has nothing to do with the possible competition your company now may face, does it? How do you get to your number .... ? Do you think at this point the mgmt and/or shareholders would consider less than a low to mid 6 figure price. I doubt it .. certainly this one would say nay.



To: Roy Sardina who wrote (19028)10/31/1998 2:12:00 AM
From: iceburg  Read Replies (1) | Respond to of 29386
 
ANCR could be bought for under $50Million

Join the club. You have finally lost credibility. <g>



To: Roy Sardina who wrote (19028)11/1/1998 2:57:00 PM
From: Fang Li  Read Replies (1) | Respond to of 29386
 
Roy, I can see that the price of Brocade's switch is three times higher than that of Ancor's. But it is not that clear to me that it should have a value three times higher.