SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?


To: Roy Sardina who wrote (21101)3/16/1999 7:20:00 PM
From: KJ. Moy  Respond to of 29386
 
Roy,

I always value you opinions and the willingness to share information with us here. I guess we are a little paranoid with Bullstroke/Adam Rapport/Wilhu. He appeared to be a Brocade employee and kept bashing Ancor with about 20% truthful information. May be you know who he is and what his agenda was.
Anyway, I wonder if you are in a position to comment on the rumors that Silkworm is overheating, dropping frames across fabric when throughput is about 80M bytes. If so, are these problems fixed and they are gearing up for the IPO. Thank you like always.

KJ



To: Roy Sardina who wrote (21101)3/16/1999 8:06:00 PM
From: w2j2  Read Replies (1) | Respond to of 29386
 
New competing technologies in San and Clustering markets?? George?!!! wj



To: Roy Sardina who wrote (21101)3/16/1999 10:43:00 PM
From: Lhn5  Respond to of 29386
 
Roy--I apologize. I made assumptions and judgments without adequate justification or forethought.



To: Roy Sardina who wrote (21101)3/16/1999 10:46:00 PM
From: doc  Read Replies (1) | Respond to of 29386
 
roy,
the only thing close to matching your bias in size is your ego.
i think i'll keep my anonymity, i have no interest in speaking to you in person. the PM option works just fine if you have anything to say to me that you feel uncomfortable saying in public. if SI thought providing legal name, address, phone # was so important, i'm sure that would be a requirement.

>>"I said at a time when ANCR was about 1$ that the company could be had for $40M and I was right. We looked at it and the S-Shares right to issue more stock made taking a position risky, but the company's market cap was only $15M".

you were not right. ancr's poison pill made it impossible for g2 or anyone to take it for $40mil. you said so in the above quote. besides, on oct. 30 (when you made the statement) ancr's market cap was closer to $25 mil.