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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: craig crawford who wrote (14550)	2/19/1998 8:55:00 PM
From: MrBuzz	Read Replies (1) of 29386

I have no idea if or who buys from who so I can't answer your question Craig. But look at it this way.... Integrating components to form a solid solution is the key. A company like Ancor which needs cash to further projects of its own can't take that approach - it must stay focused and do what they do best. A company that provides a total packaged solution is the one that gets the bigger slice of the pie. Why? Because the parts integrate well together and you don't have the problem of tryiing to fit square pegs in round holes. You make those people that have to support it happier too. In addition, better bids which lead to cost savings can be made for those packaged solutions . Certaintly, a company that provides the parts that form the whole can still prosper. But the competition gets heated up as one attempts to leap frog the other. That is why strategic alliances and system integration partners are so vital. Ancor needs to get in bed with the biggies like Cisco, Bay Networks, IBM, etc. to integrate their systems with them. Its the applications that spur the growth in the long run and eCommerce is the wave of the future. An application like that requires fast backend clusters to provide the horsepower. No cluster should be bottlenecked by i/o and/or media latency. Fibre channel can provide that solution. In essence, what I am tryiing to say is that its the vertical applications with a proven solution is what companies like Ancor should be targeting. Getting together with the right people who have the customers that need problems to be solved is important to the companies health. Sometimes that means you have to strategically use their products to get your foot in the door. Just my opinion.... MrBuzz

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