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

To: nic who wrote (22065)	5/25/1999 2:20:00 PM
From: trendmastr	Respond to of 29386

I say it's what. tm

To: nic who wrote (22065)	5/25/1999 2:22:00 PM
From: Patrick Sharkey	Read Replies (4) \| Respond to of 29386

Nic, these reports of the plummeting stock price might be scaring people out of the stock; or maybe it is the thought that Brocade can now pay its landlord in cash, or buy the best and brightest engineers availabel with the extra cahs that it has for R & D, as it increases its' market leadership based upon historical numbers when compared to Ancor and others. I also suspect that is a price to sales comparison is done to compare the relative prices of Brocade and Ancor, and this, too, will drive down the price. At the same time, I believe that the comparisons will trend in favor of Ancor, particularly given the half dozen OEM deals which we have landed and the channel sales to be anticipated. Pat