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

To: trendmastr who wrote (14516)	2/19/1998 1:48:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

TM, While I'm not normally a defender of the previous regime, I think it is safe to say that one of the reasons that Ancor was not successful in the past is simply that the LAN side of the Fibre Channel market wasn't big enough. (The storage side didn't even exist a couple of years ago.) Even now, without the prospects of storage revenue around the corner, I do not think Ancor could achieve profitability, no matter what management team was in place. In the past, Ancor took a shotgun approach, trying to get their Fibre Channel gear into a multitude of markets, but none of them was large enough to support the high development costs. Fibre Channel storage should change all that, bringing higher volume to this space. Now, instead of pushing the technology down customers throats, customers actually have a need for the technology, and see it as a solution to their problems which can't be adequately addressed by other technologies. That is a HUGE difference. Craig

To: trendmastr who wrote (14516)	2/20/1998 12:41:00 AM
From: Dean Wilson	Read Replies (1) \| Respond to of 29386

TM, you wrote: <<And thanks to new management for making us forget the old crew.>> I wish. I interpreted something that Ken said today as a slight indication that he may be more teachable and less prone to feign expertise in what the FC market needs than his predecessor. In justifying the 'special' charges, he summarized by simply saying that the 'new accounting' was more in line with their focus on the vertical LAN markets and that it reflects "our improved understanding of our opportunities." Hmmmm. So they're admitting that they're getting their LAN markets figured out? That's good. That's progress! So why didn't they understand these opportunities three months ago and take these 'special' charges then? Dean still long