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


To: Joe13579 who wrote (13036)12/9/1997 8:36:00 AM
From: Craig Stevenson  Respond to of 29386
 
Rob,

Your points are valid, and I agree with them. I certainly have been guilty of "falling in love" with ANCR, and it has cost me. The new management also has yet to prove that they can compete with Brocade in any head to head battles. I think that will change, but at this point, there is no proof of that.

Your point about engineers versus salesmen is also accurate. I think the MKII puts to rest the questions about the capability of Ancor's engineers, but the real question is whether Ancor's sales team can actually deliver the contracts. Once again, only time will tell.

Craig



To: Joe13579 who wrote (13036)12/9/1997 10:18:00 AM
From: trendmastr  Respond to of 29386
 
Robert: excellent points, simply stated. Thank you.
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