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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: Roger Arquilla who wrote (15569)	4/6/1998 2:25:00 PM
From: Craig Stevenson	Read Replies (2) of 29386

Roger, The frustrating thing to me is that there could also be a totally different (and legitimate) reason for Ancor's lack of performance to date. That reason is that the storage market is so new that there simply aren't that many opportunities, YET. Ancor has clearly focused their efforts on the storage market, to the exclusion of other opportunities like digital video. (In retrospect, that may turn out to be a mistake, but a well-focused strategy makes sense to me.) Brocade's SilkWorm is basically a product that performs well and is priced right. It is targeted at the sweet spot of the market, and has a superb marketing machine behind it. Ancor's MKII is targeted toward the high-end of the Fibre Channel market, which is just in the process of heating up. (I don't like losing any of the SAN players, but a few early losses won't necessarily doom Ancor or anybody else.) Another thing that I constantly have to keep in mind is that Ken H. and company have promised NOTHING until the second half of 1998. Although it is certainly frustrating to have to wait that long, in fairness, Ken and company should be judged within that time frame. Craig

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