The New QLogic (ANCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: George Dawson who wrote (16309)	5/20/1998 8:08:00 PM
From: Craig Stevenson	Read Replies (1) of 29386

George, Thanks for the shareholder's meeting report. 1. Although it is disappointing to hear that SAN OEM revenues will not appear until 1999, that does not come as a big surprise to me. I have speculated that things were getting pushed out, even before the Sun announcement. (The lack of any OEM announcements from Brocade supports this view.) I forgot to post this link when I first saw it, but the demo diagram from Interop shows something quite interesting: ancor.com Notice the MKII in the Sun booth? Did anyone there actually see this switch, and did Sun also have a SilkWorm? 5. The University of Illinois information is interesting, in more ways than one. I'll elaborate after some further research. 7. I think that Ancor being a midwestern company both helps and hurts them. It hurts them in the sense that they are not geographically close to many of their potential customers, but they are helped by the fact that most companies in this area have a reputation for being honest. 10. I also asked about attrition during my visit. I find it amazing that there are virtually no defections. Even in Minnesota, people move around. Craig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next