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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Kerry Lee who wrote (9975)	9/9/1997 1:51:00 AM
From: wilhu	of 29386

Put aside the hype, let's deal with the facts as we know it. Ancor announce a contract with SEQUENT for something in excess of 35Million... what happened ? EMC looked at ANCOR, HP's CNO and another company. EMC termed ANCOR's technologies and products and it's upcoming just announced switch "CRAP"... this was in Q1/Q2 this year. Just ask Cal Nelson. The other company was not for sale... EMC ended up buying HP's FC unit for its 1/4 speed product line and cancelled it's gigabit line in favor of Brocade's. Look at SUN. ANCOR maintains a lab there at their own expense and yet sun maintains a Lab @Brocade. Who has SUN 's FC biz ? What did casey say about ANCOR's new switch? Something akin to what Mike_Dell said about the K6 when asked why DELL wasnt using K6 in its products? Been burnt one too many times... Wake up and smell the coffee.... ANCOR is a dead company. w

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