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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: Bob Frasca who wrote (12810)	12/2/1997 12:32:00 PM
From: George Dawson	Read Replies (1) of 29386

" While it's true that press releases are an effective marketing tool for the retail stock market, i.e. the readers of this thread, press releases don't sell network managers or the corporate I.S. folks who sign the purchase orders. They want price/performance." Bob, do you think there is an edge on price performance in anyone's direction? I refer to my earlier statement. "4. Technical superiority may not carry the day, because in many applications it is a wash. Another factor mentioned was that Brocade does seem to have expertise in video applications that many of their customers want." Thanks, George D.

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