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


To: George Dawson who wrote (13283)12/21/1997 2:11:00 AM
From: trendmastr  Respond to of 29386
 
To: ANCR believers and skeptics, longs and shorts, posters and lurkers and those not easily categorized:
I'm on my way outta town and I thought I'd be the first on the thread to extend my best wishes for the holiday season - Happy Hanukkah, Merry Christmas and a Healthy and Happy New Year. Thanks to all for making this thread such an informative, educational and interesting experience. Enjoy yourselves, your families and your time off.
tm



To: George Dawson who wrote (13283)12/21/1997 11:52:00 AM
From: George Dawson  Respond to of 29386
 
Very interesting post on the MRVC thread releating to business strategies for competition and how they relate to pricing and product uniqueness:

Message 3016938

To me it seems that Ancor is using strategy #4, since they (and nobody) at this point can provide low cost FC fabrics for the masses. Does anyone know much about Michael Porter and his theories?