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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?


To: Technocrat who wrote (23899)8/25/1999 8:31:00 PM
From: KJ. Moy  Read Replies (1) | Respond to of 29386
 
Kurt,

<<I personally know of three highly competent groups which have both switches in hand. We should know for a fact within weeks.>>

Please report back to SI Ancor headquarter your findings.<g> I am sure many are extremely interested, including our competitors.

<<The computer business is probably the most cut-throat
around. Price/performance means everything. If
Ancor has the goods then there is little need to talk
at this point. >>

How true, talk is cheap. Brocade's CEO talks too much. He is building up a huge expectation for Brocade. They cannot deliver anything less than 80% market share. It lets me believe that they are more interested in the short term share price.

KJ