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


To: David Andersen who wrote (23960)9/4/1999 5:04:00 AM
From: Nine_USA  Read Replies (2) | Respond to of 29386
 
From Yahoo ANCR thread

Just a thought
by: JWIN55 (55/M/San Jose, Ca.)
14252 of 14252
I was thinking about the BRCD strategy of hype and it dawned on me that this strategy could be
self-actualizing if ANCR doesn't go on the offensive soon. Many potential customers could choose BRCD
because it is the safe decision. The Japanese especially will take the lowest risk choice. Reyes knows what he
is doing. I'm speaking from more than 30 years experience in technology marketing and sales. I'm writing this
post not to motivate selling of ANCR shares, because I myself still believe that this Company has incredible
potential. It is my hope that ANCR will re-consider its conservative posture on go on the offensive. It's time
that Wall Sreet comprehends that BRCD will NOT be anywhere near as dominating as they are leading
analysts to believe. It's time to protect your turf. This issue will not only effect short term stock pricing, it will
effect long term revenues. BRCD dropped their gloves along time ago and ANCR chose to take the high road.
Probably the right decision at the time. ANCR had to rebuild confidence that they could meet or exceed
expectations. BRCD's performance and building image has created an issue that can no longer be ignored.
IMHO drop your gloves or be prepared to pay the price.