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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: Joe13579 who wrote (12802)	12/2/1997 10:59:00 AM
From: iceburg	Read Replies (2) of 29386

Rob, Why is everyone conceding that Ancor has failed to market their new switch properly. To date, Brocade has announced 2, count em 2 OEMs. Ancor has announced one and to date has not lost a single OEM to Brocade where the new switch was available for evaluation by the OEM in time. I do not understand the panic, the panic is being driven by the share price, not Ancor's failure to market their switch. If we were Brocade share holders would we be complaining that we have not had a profitable quarter, we just took a 20% dilution, and we only have announced 2 OEMs? Steve

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