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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: iceburg who wrote (17429)	7/26/1998 11:43:00 PM
From: trendmastr	Read Replies (1) of 29386

Steve: I'm guilty of management bashing and I think it is well deserved. Perhaps we would be in better shape if Roy Sardinia was running Ancor: << To: Neil S (13287 ) From: Roy Sardina Sunday, Dec 21 1997 12:32PM ET Reply # of 17413 Neil While there may be 15 potential OEM's very few will be able to embed a switch costing them $12-20K, then add markup and have customers pay for it. The high volume guys just don't have the margin. The target list may very well include 20 companies, but the actual number of switches sold by some of them will be VERY low. The reason ports of hubs sell well is there price. Roy >> And in post # 17373 : <<The LAN market for Fibre Channel is minimal at best. mostly because the host bus adaptors that are presently being sold have terrible Packet Per Second Counts (PPS) they are actually all below FDDI speed right now. The main reason is that they are presently optimized for FCP (SCSI) they have average latency numbers in the 25-100 micosecond range which just doesn't cut it for networking.>> I believe that K.J. Moy put it best in post #17391 as to the current state of affairs, when, in response to Walter J's post #17374 KJ said : <<Well put. It's a timing game. I hope they can pull it off. >> The plain awful truth is that Ancor is quickly running out of money. They burn $1 million a month, at the end of June had $5.4 million in cash and the company expects no significant revenues from oem's until 1999. Hucom is dead, bankrupt whatever, no lan revenues will be forthcoming. Although Roy says patience is now required, the company's cash continues to evaporate as the clock inexorably ticks. tm

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