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

To: Eleder2020 who wrote (12078)	10/31/1997 2:37:00 AM
From: Kerry Lee	Read Replies (2) \| Respond to of 29386

<<Any other thoughts how management handled the call and how they are doing in general.>> I had some criticisms which I have sent to them via private e-mail. However, realistically, if I were in Ken Hendrickson's shoes, I'm not sure how I would have handled the call any differently. In comparison to the previous calls led by Steve, Lee and Cal, the leadership, industry expertise and Street smarts shown by Ken and Steve in the call were a dramatic improvement. Ken H also came across as very confident in his own abilities as well as his team. I thought he was sandbagging on many issues and one had to read between the lines ( eg Insider buying about to take place, short term prospects, SUN arbitrated loop deployment, etc. ). Previous Managment might have said " Sun needs a switch with arbitrated loop and we are the only ones to have a real switch with AL functionality, running and interoperating in the real world at a cost below..." He was very measured and cautious in what he could divulge..almost as if they had a Dorsey and Whitney lawyer sitting next to him and kicking them if they said anything off the script <g>.