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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: Andrew who wrote (13640)	1/13/1998 9:43:00 PM
From: janski	Read Replies (3) of 29386

"Ancor has good FC switches to sell. In my opinion, you can't slam a company for not selling when there are no buyers. If Brocade sells tons of ports in 98, and Ancor doesn't, they'll have failed the test. But there hasn't been a test yet!" You're forgetting that they failed the test once already by loosing Sequent. There have been buyers out there and Brocade has been getting them. The one and only customer they ever had that provided any revenue of substance had been Hucom and that appears to have dried out. "You're gambling that there will be a market for FC switches someday. And you're gambling that Ancor will succeed in that market. But it's ridiculous to call them a failure. There hasn't been a market yet." Again, there has been market already and it has been taken by Brocade. "And the CEO is not responsible for "supporting the stock price" for short term speculators. The CEO is responsible for building the business. They've told us that they believe they will succeed. It's too soon to say they haven't." Yeah, I quess the Prince isn't a speculator. And what else do you expect the CEO to say? "Sure they need to work on building mindshare in the trade magazines. Sure the Sequent deal was a tough loss. Sure they need to obtain financing in a way that doesn't hurt long term shareholders too much. These are valid concerns." Yes, they are valid concerns. So how come there is nothing from the company to address them? Don't tell me about the Litton or GeoQuest announcements. These things have been mentioned on this thread for over a year. If all that time was taken to just agree on trying for future sales, how long will it take to actually sell something?

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