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

To: Roy Sardina who wrote (19084)	11/1/1998 11:41:00 PM
From: iceburg	Read Replies (1) \| Respond to of 29386

Brocade and Vixel will no doubt have a low cost 8 port switch ut soon, and then what? The point is that ANCR has re-established itself as the leader rather than a follower. ANCR is already worth $50M fully diluted. A leader in an explosive growth industry will command a much higher premium than 50%, expecially given the share price is already artificially low due to the recent introduction of 7 million shares. If ANCR is worth $50M then your Brocade options are toilet paper. You want the same thing we do - high valuation for FC companies, especially switch companies. This way we all win, and I do plan on winning... Steve

To: Roy Sardina who wrote (19084)	11/1/1998 11:46:00 PM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Roy, <<Brocade and Vixel will no doubt have a low cost 8 port switch ut soon, and then what?>> Then it is onto performance, scalability, price and flexibility. What does that mean for hub makers ? KJ

To: Roy Sardina who wrote (19084)	11/2/1998 7:44:00 AM
From: Nine_USA	Respond to of 29386

<The valuation is based on the opurtunity cost of building a switch and a premium for ANCR. Brocade and Vixel will no doubt have a low cost 8 port switch ut soon, and then what? Have you guys looked at the private equity markets lately?? a 150% premium seems fairly generous> If only market valuation could be calculated as easily as oportunity cost plus a premium. Consider Amazon Books with a current market valuation of $6.250 billion. What do you think oportunity cost and premium might be for AMZN?