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

To: trendmastr who wrote (15732)	4/13/1998 5:12:00 PM
From: Craig Stevenson	Respond to of 29386

TM, I didn't mean to imply that ANCR wasn't responsive. In fact, last week I didn't even leave my name and number because I wasn't going to be in the office to take the return call. Steve Snyder did call me back today, and I asked him several questions. Obviously, due to the impending earnings release he wouldn't speak to certain issues, but that didn't stop me from asking the questions. <g> As far as Sun goes, there were no technical problems or features lacking with the MKII. That is a relief to me, since I have felt all along that the MKII was sound technically. Steve seemed to feel that it was an uphill battle going in, but that they gave it their best shot anyway. They were obviously very disappointed with the loss. On the subject of any special charges associated with the Sun loss, I got a more typical "I can't comment on that because it might be material to earnings" type of response. I'm going to stick by my earlier prediction that there will be some charges associated with Sun. It seems to me that if there weren't going to be any, Ancor could just say "No Charges", and be done with it. I have no idea how large those charges might be, but I think there will be something. As far as the Network World article is concerned, I think there was definitely surprise. I don't think the Gigabit Ethernet/Fibre Channel product was supposed to be discussed, and I'm not even sure it exists yet. We did discuss how such a device could be used to bridge the gap between existing Gigabit Ethernet networks and Fibre Channel SANs, and how this might appeal to the major networkers. (I suggested that they OEM such a device to Cisco, Ascend, Bay, 3COM, etc. <g>) I tried to dig a little bit about a MKII competitor to Brocade's new 8-port switch, but I didn't get anything. They are pretty tight-lipped about possible product announcements. Craig P.S. From a different source, I did learn that the IBM Global Services group is NOT the same as the OEM storage group that we want to see Ancor land. It is still a very good relationship, and might help the IBM OEM situation, but it isn't the one we have been waiting for.