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: J Fieb who wrote (22436)	6/5/1999 5:52:00 PM
From: David Andersen	Respond to of 29386

Interesting that you should include QCOM in your chart. I own two stocks. Ancr and Qcom. I was sitting here wondering where the next big announcement might come from, and quite frankly I have no idea. IBM is apparently some time off. HP is just making a change from EMC, so I doubt that their plans have crystalized. A possibility would be Hitachi Japan, but I don't know anything about them. The same for NEC. I suppose that EMC might be ready to move as their Alliance moves forward, but I don't think its likely to happen in the near future. Anyone have thoughts?

To: J Fieb who wrote (22436)	6/5/1999 6:43:00 PM
From: Slapshot	Read Replies (1) \| Respond to of 29386

Yes, I am still here and long ANCR. I have been following the developments and offer my personal observations. The management team has done an excellent job of landing Sun and with the warrants, give a huge incentive to be unofficially "exclusive". I also believe that a major hub vendor is in deep trouble and this could be the death knell for large hub OEM'S. I believe that Sun, who has distributed storage systems, needed to have large systems and found that cascading does NOT work, that switching is affordable and necessary. I have said this for seven years now and finally someone is listening. The Ancor cross-connect design is, in my opinion, a MAJOR factor in this win. I look forward to the revenue from the announced contracts and expect the third quarter to be good and the fourth to be incredible.