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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Craig Stevenson who wrote (16766)6/22/1998 10:53:00 PM
From: janski  Read Replies (2) of 29386
 
"I also have no
doubt that Ancor's products are sellable, but to date they evidently haven't been selling
them very well. The sales area seems to be the real problem area."

I used to think it was all lack of sales and marketing. However, since the last revelation(to me it was) that the switch is not optimized for the LAN side hence no possibility of selling it there combined with losing OEMs on the storage side, I think there is more to it than just a lack of sales force. Whatever technical merits,
Brocade and possibly once all but discounted Arcxel appear to be winning the battle.

Unless they show contracts for it MK to me is not a sellable product.
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