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

To: James Burke who wrote (25901)2/1/2000 6:09:00 PM
From: Craig Stevenson  Read Replies (1) | Respond to of 29386
 
JB,

Thanks. Being ahead of one's time must mean taking more arrows than reaping rewards, right? <g>

Last quarter's numbers weren't impressive, but neither were Vixel's or Gadzoox's. (Brocade's were okay, but not spectacular, quarter over quarter.) The true test is when the volume starts to hit. As long as Ancor can stay even or ahead of everybody but Brocade, they will do fine. If they can close the revenue gap with Brocade, they will do more than fine.

Zoox worries me a little. They seem to have the right product at the right time, and introduced another little jewel today:

gadzoox.com

Unfortunately, I couldn't find a picture of it anywhere.

Craig



To: James Burke who wrote (25901)2/1/2000 6:33:00 PM
From: ShamukE  Respond to of 29386
 
There's an old saying that goes, I think like this: If we don't pay attention to history, we will be condemned to repeat it.

Please have a good evening.

P.S. Does anyone know what happened on the Radio Program???

"Radio Wall Street"


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