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


To: Roger Arquilla who wrote (16756)6/22/1998 9:15:00 PM
From: Craig Stevenson  Respond to of 29386
 
Roger,

Another thing that I am forced to consider is that IF Ancor had substantive good news, I think they would have released it by now to avoid the price drop that we have seen. Their silence would seem to indicate that there isn't much out there yet.

Having viewed the technology first-hand, I am tempted to blame Ancor's problems on inept marketing and salesmanship. In Ancor's defense, Gigabit Ethernet has certainly taken the steam out of the high performance LAN area, and the Fibre Channel storage market isn't here quite yet.

Craig