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

To: Craig Stevenson who wrote (16797)	6/24/1998 11:01:00 PM
From: Roger Arquilla	Respond to of 29386

Craig, You're right, you can't ignore it. We have to be approaching some sort of record for how many pieces of bad news one company can accumulate in two years. Ken could make or break this company, from an investors stand point, with how he handles the next conference call. It would be interesting to know what the Kinnard analyst really thinks about things at this time.

To: Craig Stevenson who wrote (16797)	6/24/1998 11:07:00 PM
From: richroni	Read Replies (1) \| Respond to of 29386

McData doesn't get EMC's business??? Where's Data General going?

To: Craig Stevenson who wrote (16797)	6/25/1998 1:11:00 AM
From: THOMAS GOODRICH	Read Replies (2) \| Respond to of 29386

Craig, What this anonymous poster says may prove correct. You should perhaps forward this to Ancor in hopes they'll consider this a possible reality. What I noticed that was not mentioned was the fact Ancor's MKII was still under evaluation by Sun at least at Interop along with a product from Dolphin Interconnect. What the status of Dolphin is with Sun Micro, I don't know. It appears as another poster suggested, the FC market has been slow to materialize and none of the vendors have reached targets at this juncture. With respect to Ancor, my immediate concern is how long the company can continue as a going concern without a significant increase in revenue or the need to raise additional capital as opposed to the OEM's they will ultimately win or lose. Should Ancor win or not win any OEM's on the list, IMO will not make or materially impair the company from a longer term perspective. On the $6/share takeover rumor, I recall Ken stating at Interop they felt $6/share was way too cheap! Tom

To: Craig Stevenson who wrote (16797)	6/25/1998 7:09:00 AM
From: Roger Arquilla	Read Replies (2) \| Respond to of 29386

Craig, If there is any truth to that list of contracts (potential)...doesn't it seem rather odd that Ancor wouldn't end up with at least one, almost be default. It is kind of like the reality of everyone buying Fords, and no GM or Chrysler products. It doesn't make sense that all of those vendors would buy a silkworm based on such things as physical location and business connections. I keep thinking there is something significantly advantageous about the Silkworm...be it price or configuration. Is it possible we are (potentially) loosing all of these contracts because the MKII just isn't that good? We always hear about its claim to fame, but no one has ever really done an A/B comparison between the two...such as was suppose to be happening at the U of C a long time ago. I'm probably totally off base, but it does make me wonder if it could be as simple as a Silkworm is better than an MKII.