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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: THOMAS GOODRICH who wrote (16836)6/27/1998 10:39:00 AM
From: Patrick Sharkey  Read Replies (1) of 29386
 
Tom, how do you know that there is nothing wrong with the MKII, in terms of the market's view of this product, any more than anyone knows that there is something wrong with that switch? Thus far, the marketplace for the MKII has not yet confirmed that there is anything "right" about the switch, and the announcements thus far posted on this thread seem to indicate that there is more right with the Brocade product/approach to sales, than with the Ancor product/approach to sales. Thus, the "hearsay" that you reference appears to be more in favor of Ancor, than against it, while the facts in play thus far suggest that the Ancor product/approach is inferior to that of others in the storage area. While I remain long, and have been for well over two years, the promise that Ancor once held is fading fast in my eyes, if only because one year from now we won't be talking just about Ancor, Brocade and Vixel, but other, deeper, better financed companies as well -- if fibre channel fulfills its promise.

Pat
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