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

To: Craig Stevenson who wrote (16766)	6/22/1998 10:12:00 PM
From: Roger Arquilla	Read Replies (2) \| Respond to of 29386

Craig, I have been hearing for the longest time about what great guys Ancor has in management. May I remind you, that Jimmy Carter was one of the nicest and most personal presidents this country has ever had. No body questioned his sincerity, honesty or work ethic. He had one big problem though...he couldn't do the job. Inflation was out of sight. Right here and now, those are my feelings concerning Ken, Cal, and Steve. They may be great guys with impressive resumes, but their work at Ancor amounts to less than squat at this point. And Carla, what in the world does she get paid to do? We can mark the months between press releases, and those they have are nothing more than words. All of this would be excusable if there were no contracts being awarded. Evidently, nobody has told Brocade that business is slow. 3 and 9/32 late June, 1998. I mean, do you really believe your eyes when you see that price? Ancor put fibre channel in the text books, and it doesn't even appear to be a viable company. I think the board should meet and decide on a different course of action. My recommendation would be to try and find a buyer for this company and hopefully salvage some respectability to the shareholders who held on so long. I'd sure like to think otherwise, but they give us absolutely nothing to even hang our hopes on. IMO

To: Craig Stevenson who wrote (16766)	6/22/1998 10:53:00 PM
From: janski	Read Replies (2) \| Respond to of 29386

"I also have no doubt that Ancor's products are sellable, but to date they evidently haven't been selling them very well. The sales area seems to be the real problem area." I used to think it was all lack of sales and marketing. However, since the last revelation(to me it was) that the switch is not optimized for the LAN side hence no possibility of selling it there combined with losing OEMs on the storage side, I think there is more to it than just a lack of sales force. Whatever technical merits, Brocade and possibly once all but discounted Arcxel appear to be winning the battle. Unless they show contracts for it MK to me is not a sellable product.