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


To: BuzzVA who wrote (22272)6/3/1999 1:54:00 PM
From: THOMAS GOODRICH  Respond to of 29386
 
BuzzVA,

It would be naive for any vendor to assume exclusivity, especially those involved in the technology sector. Conversely, it's theoretically possible for Ancor to make serious inroads in OEM's long perceived dead, impenetrible or otherwise considered locked up. That of course bodes well for Ancor's future prospects. Sun Micro could indeed and most likely does have contracts with other vendors. But, who really cares? That's the way it works!

Back when Sun failed to commit a couple of years ago, Ancor was presumed to have diminished prospects and investors hastily dumped the stock. Interestingly, after the stock plunge, Sun Micro continued to demonstrate Ancor's switch gear in its product line. Upon discovering that fact, many of us continued to hold our shares. So here we go, another major OEM agreement materializes. The best part is, this is only the beginning of many more to follow.

TG