Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: THOMAS GOODRICH who wrote (15281)	3/19/1998 3:58:00 PM
From: Roger Arquilla	Read Replies (1) \| Respond to of 29386

Tom, In all due respect, what track record of success does this Ancor team have?

To: THOMAS GOODRICH who wrote (15281)	3/19/1998 5:45:00 PM
From: Eleder2020	Respond to of 29386

>>> Sun Micro's selection of another vendor seemingly has upset a lot of investors who no longer feel confidence in Ancor's ability to deliver many of whom have emotionally liquidated their holdings.<<< We may or may not win on this speculative adventure, but having survived the rigors o training camp and actually seeing FC gain market acceptance, I didn't see a reason to sell this week when ANCR got tagged in the first game of a long season for FC.Congrats to you guys that were able to walk away with profits last week. Running my own business in a very competitive field, after the hangover of a loss from not getting selected, usually it makes me dig in and evaluate what next and how to improve my chances next time.I hope ANCR has the smarts to call in the staff to gear them up and motivate them for the next battle and the next one and the next one. If they don't do this, that is what would worry me, this early in the game. One of the toughest things to do for a small company like Ancor is to set the tempo of the competition, so instead you have to be that much tougher , that much more competitive, just to compete to put yourself in a position to possibly win(and no guarantees on that). This is what I expect from management for its shareholders at this point along with the product to compete, which George D. is pushing ANCR to find out and I'm sure will let us know when he does. I think Ken H. is a winner who will ultimately teach ANCR how to win and it hasn't been pretty or easy. Sometimes it takes much repitition to get it right.Hope to see some of the longs who have liquidated this week back on the board soon. Learned alot from you guys. What a long strange trip it's been Best - Ed