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

To: Wayne Pollard who wrote (16872)	6/29/1998 8:18:00 AM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Wayne, The MKII was designed to WIN these OEMs, not just to compete. Millions of dollars have been invested in the MKII for the purpose of WINNING in the storage area. If AR's list is correct, Ancor has NOT been able to win when competing directly against Brocade, and now Vixel/Arcxel. The competition is getting stronger every day, and includes some big companies with deep pockets. The Operation Desert Shield/Desert Storm analogy is interesting. Here is my take, using that analogy: General Schwartzkopf is chosen to lead Desert Shield, and hundreds of millions of dollars of equipment and hundreds of thousands of soldiers are mobilized with one basic purpose. To remove the Iraqi soldiers from Kuwait. In the process, they must protect Israel, Saudi Arabia, and the other neighboring countries. Granted they don't divulge their game plan at the time. However, weeks later, the Russians tell us that despite their technological disadvantages, the Iraqis have routed the U.S. troops, and have taken over Kuwait, Saudi Arabia, Israel, Egypt, Iran, Pakistan, India, Germany, England, and France. General Schwartzkopf initially says nothing, citing national security, but eventually appears on national television to say that although he is disappointed in the outcome, he still believes that the U.S. military will get their share, and they are going to invest hundreds of millions of dollars more to make sure that they are competitive the next time they are needed. He reassures the average American by reminding them of the successful campaign in Haiti. Substitute the Ancor management/sales team for General Schwartzkopf, the MKII for the U.S. military, Brocade for Iraq, AR for the Russians, and AR's list of 10 Brocade OEMs for the list of countries, and you have a pretty good idea of where we could be at this moment in time. (Of course, this assumes that AR's list is accurate.) Craig P.S. I'm not really as negative about Ancor as this message sounds. Certainly, MUCH of this is already factored into a $3 stock price. I'm just extremely disappointed, and I think Ancor has a LOT of catch up to do. They had better get on with it...