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

To: Patrick Sharkey who wrote (15311)	3/20/1998 8:09:00 AM
From: Roger Arquilla	Read Replies (1) \| Respond to of 29386

I agree with most if not all you have said. The time is getting shorter for this company to get their grades up. In regards to Ken.. I'm a shareholder and a registered member of SI. I have the right to post anything within the guidelines of this forum, whether it is a complaint or not. I have never personally attacked anyone for anything they express on this board. If I don't agree, I respond or I move along. Roger

To: Patrick Sharkey who wrote (15311)	3/20/1998 9:03:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Do I still believe? This is the question I've been wrestling with the past few days. SUN's deal was close but no bananas. It took almost 8 months until this point. I had to believe it's not technical issues based on the progress of the whole qualification process(I heard that from the 2nd 3rd hand resources). Some brought up the issues of comparing the performance of Brocade and Ancor's in a real life situation. Why would SUN choose the lessor performer? Within certain testing parameters and bench mark applications, the results may not show enough performance difference to choose one over the other. Especially when there exists a special relationship between SUN and Brocade. The testing parameters which may expose the short comings of Brocade may not be used. Concerning the HP issue, I don't think previous management and of course the current one have said or did anything to jeopardize the relationship. As I recall, HP was quite apologetic when the Sequent deal felt apart and it was their chip that didn't work with class 1. I still believe but with caution.

To: Patrick Sharkey who wrote (15311)	3/20/1998 1:54:00 PM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

Pat, Sorry I haven't had a chance to post more. A few ANCR-assisted financial concerns and a sick child have pretty much taken up my time. When it rains, it pours... I mostly agree with your assessment of management's performance although there is one difference this time around. This was a contract they clearly wanted (and needed). This was the first time they had the whole package. New management, new sales team, and the new switch going head to head with the competition. Maybe Ancor never had a chance at Sun in the first place, as others have stated, but if that were true, why bother? It seems like they must have thought that their chances were pretty good to even go through all that effort. Granted it is still fairly early in the Fibre Channel storage game for the entire new team, but a big loss is still a big loss. Although the skeptics haven't chimed in yet, I will grant them that THIS TIME, as opposed to some of the other times, it is tough to make excuses. All the pieces were in place this time. I'm with KJ on this one. Still a believer, but VERY CAUTIOUS. I do wish that Ancor could give more details on exactly what happened with Sun. Was it a technical problem, or a political one, or something else? I guess it all comes back down to valuation. What is ANCR worth without SUNW? As Alan and others have said, there has been money to be made trading ANCR. I only wish at some point there would be money to be made INVESTING in ANCR. Craig