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


To: Lhn5 who wrote (25960)2/3/2000 9:35:00 AM
From: Patrick Sharkey  Read Replies (2) | Respond to of 29386
 
Craig, keep up the good work. A thoughtful analysis and dialogue is what this board, and yahoo needs, not cheerleaders, naysayers and door and gloom specialist.

Pat



To: Lhn5 who wrote (25960)2/3/2000 9:54:00 AM
From: Craig Stevenson  Respond to of 29386
 
Larry,

You will be comforted to know that my "ranting" will soon end. Several independent events occurred to allow me to post here for the last couple of days. (Catching an important interview, two consecutive cancellations from a customer due to illness, having a tidbit of information regarding HP, etc.) That will end today.

I hope that the questions I have raised will stimulate the discussion here. The answers to these questions will be illuminating, no matter what the answers are.

You (and others) may think that my only goal is to drive down the price of ANCR to a level where I could buy back in. Absolutely not true. ANCR is now controlled by powers MUCH bigger than one man's opinion could possibly affect. Besides, as far as I can see, ANCR doesn't DESERVE to get down to a level where I could afford it again. Fibre Channel is an EXPLODING market, and Ancor has a legitimate chance to succeed. In my opinion, having good answers to my questions simply gives them a BETTER chance.

Those of you who fought alongside me during the dark days know that I have wanted to see better results and better execution from Ancor for a very long time. That hasn't changed. By all accounts, what has changed is the Fibre Channel market. It is here, TODAY! I know that people have been saying that for a long time, but it is now a reality. Execution within that market will be the key to success.

Craig