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

To: craig crawford who wrote (13392)	12/31/1997 5:39:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Craig C., <<Seriously, one of my resolutions for 1998 is to be nicer to ANCR followers.>> In your case, "nicer" might not mean much. <g> <<You said that you didn't realize that posting leads on SI would be more useful for the competition. I contend that if ANCR has to hide potential business from their competitors they are in trouble. That means there isn't much business to go around. For ANCR to succeed there needs to be enough business around every corner so that ANCR and Brocade are calling each other up trying to discuss how to split up the business and what leftovers to give to Arxcel. <g>>> A month ago, I would have agreed with you 100% on this issue, and that belief was one of the reasons I felt free to post anything and everything that I could find about Fibre Channel and Ancor. The point that I missed, and maybe you did too, is that we were almost exclusively discussing potential ANCOR customers. Brocade, or anyone else could just read the thread, and call the customers that Ancor was in the process of selling to, and attempt to get that business. In some cases, I think that is exactly what happened. So, in essense, we were feeding Ancor's customer list to their competition. At this point in time, I believe there are a number of OEMs that are negotiating with Ancor, Brocade, Arcxel, and the other FC players, for their 1998 Fibre Channel products. If volume shipments are to begin in the second half of 1998, it seems logical that those negotiations are taking place NOW. I also believe that the total number of OEMs is limited, although growing. For a company like Ancor, each and every OEM deal is important. It isn't critical that they get them all, just that they get some. (Look at what a single OEM, Sequent, did for Brocade.) Craig