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

To: Dean Wilson who wrote (12048)10/30/1997 4:55:00 PM
From: Nine_USA  Read Replies (3) | Respond to of 29386
 
<Allocating the resources for the MKII wasn't Ken's idea>

After Sequent, I think Ancor had little choice in pursuing
the next generation high end switch. Ceding this market
to Brocade meant having zero percent chance with Sun and losing all credibility as the leader in fibre channel. Much of the intangible value this company still possesses lies in their patent, experience and engineering focus on the high end. What low end FC company could get a hearing from Sun, Schlumberger, Amoco, Boeing, NasDaq, EDS, other OEMs etc.

I said 'hearing', not necessarily contracts.




To: Dean Wilson who wrote (12048)10/30/1997 4:57:00 PM
From: mike fredricks  Respond to of 29386
 
How much is this deal with Schlumberger supposed to be for?

when is the recogniton of revenue supposed to take place?

How come this news didn't help the stock? it closed down 20% in one day. another five days and it will be worthless and be listed on the pink sheets.

Is there any light the end of the tunnel?


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