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


To: BlueCrab who wrote (22172)5/28/1999 10:38:00 AM
From: Greg Hull  Respond to of 29386
 
<<All, has anyone heard the Clariion radio ads for SAN?>>

Yes, I heard it on ABC Radio national news at 6pm EDT. There are reports of it being heard from NYC to LA. Maybe Brocade will use some of its war chest for a Super Bowl ad.

Greg



To: BlueCrab who wrote (22172)5/28/1999 10:42:00 AM
From: iceburg  Read Replies (2) | Respond to of 29386
 
Well,

Brocade now has a market capitalization of 1.5B Ancor has a MC of 250M. Ancor thinks they will win 1/3 of the switch market a short ways down the road.

Something has to give. I think Ancor is going to go up rather than Brocade crashing down to $20. Opinions? This whole sector is going to be hot for quite a while, I do not foresee Brocade crashing.
I do foresee a revaluation of our favorite stock...

All IMO

Steve