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


To: RJP who wrote (22444)6/6/1999 2:24:00 PM
From: David Andersen  Read Replies (1) | Respond to of 29386
 
Our friend A Rapport from the Yahoo Board:

"scott's deal--- the long and short of i
by:  a_rapport 5615 of 5616

"Called for switch is still underdevelopment.
Promised delivery is 4th Qtr. Missing link
has been "Private device support".
If everything works out, ancr gets revenues
but little profit .Should ancr stock appreciate,
scott's company will make more $ than ancr in the
deal. customer also has rights to ancr's intellectual
property.

"Is the deal the beginning of the last tango for ancr
or creative sales/marketing? Is giving away almost
everything a desperate act or good move to secure
future financing?

"On paper , this deal is almost identical to sqnt.
deja vu ? does lightning strike the same place twice ?

"brcd will prob. never get scott's business . It's scott's
existing hub supplier who will be the knight in shining
armor.

"ancr was out of the running at the biggest company last week.
then again, ancr was dead meat at scott's some time back.

"now, you loyalists sleep better and sweet dreams.

------------------------------------------------------------------------
Posted: 06/06/1999 01:42 pm EDT as a reply to: Msg 5578 by screamin_yellow_zonker "