Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: KJ. Moy who wrote (21980)	5/22/1999 7:41:00 PM
From: George Dawson	Read Replies (2) \| Respond to of 29386

KJ, I think there is a possibility that things won't play out that way. I don't know what the odds are, but I think that the visibility problem that FC has in general is a potential problem. I think that the Network World article comparing GE to FC is a potential marker of the problem. If you go to nwfusion now you will be hard pressed to see Dr. Rauechle's rebuttal - due to their cueing system. In fact, the confusion carried over to Ancor's shareholders' meeting when someone asked a very similar question and the whole explanation had to be given again. People can relate to ethernet and the LAN side, because most high tech investors are on a LAN. If you try to explain the difference, their eyes gloss over. People are also interested due to storage projections in general and they might want to stick to bigger players. I suppose by suggesting this scenario, I am in the role of the devil's advocate but it is a possibility. I think that your scenario is more likely, especially given the way the deal is structured. George