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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: Heddon who wrote (19106)	11/3/1998 9:38:00 AM
From: KJ. Moy	Read Replies (1) of 29386

<<Roy S. is probably right. What makes any of us think that the switch is so darn hard to duplicate. 3Com throws a little money and brainpower at Gadzooks and ... Viola!>> A technology can be an open standard. It depends on the engineering and marketing to determine who the winners will be. USRobotic came out about 10 years ago selling yet another 'modem'. I had a chance to buy as much as I can at IPO price or lower. Look where USRobotics/3COM is at today. We believe Ancor has that engineering and now marketing talents to succeed. If you don't, you are in the wrong stock. KJ

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