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

To: Patrick Sharkey who wrote (22448)	6/6/1999 7:21:00 PM
From: Ken Richard	Read Replies (3) \| Respond to of 29386

Is anyone really buying into this "bottom line" argument with Sun, especially from someone who can't make up his mind which flavor ice cream he wants? A-R changes his perspective on almost a daily basis. Sun is now a "defacto" partner with ANCR. Every way you measure this deal, it is enormous. It is NOT in Sun's interest to screw around with margins. This is an a_r myth. Going forward, Ancr and Brcd are going to get their Tier Ones, which in my view will PROPEL the development of the market and BOTH companies' valuations. Didn't a_r state about 60 days ago that a HUGE vixel deal was about to be announced ? Isn't Vixel the biggest loser in the Sun/ancr deal? On top of all that, he analogizes SUN with SQNT because of what he claims is similar contract language??? Talk about a reach !!!!! LOL!! What are the prospects for the hub market, when you can pay a little more for a switch, and the switch market will encroach on the hub market with every tick of the clock ?? ANCR is 2+ generations of asic ahead of EVERYONE. We have 2 forebearers of where the market/valuation for ancr is heading: QLGC/EMLX. As Mag stated on Yahoo - my shares will have to be pryed from my cold/dead hands. I don't think that we longbearers even can phathom the opportunity here. Wait till Wall street catches on ;) ... !