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

To: janski who wrote (17032)	7/7/1998 10:26:00 AM
From: Greg Hull	Respond to of 29386

Janski, <What have they done with Bull, Boeing, Litton, and GeoQuest. These 4 have been 6-12 months old. No sales, no inkling of what might be going on. Any questions fall into NDA category. You can't even find Ancor browsing their WEB sites. That's last 12 months. Same story with 2 years ago 'deals', and 3 years ago 'deals'. Hucom is one and only exception, something so hatred O'Hara made happen. And even that is NDA.> I think you make good points here. I don't interpret this as hiding behind NDAs, but inability to move significant business through these relationships. This is fine if Ancor wants to remain a $10M company, but they aren't staffed for this level of business. They clearly expect to be much larger. I strongly suspect there is nothing to announce besides NDA activities. Either this management is incompetent or they have not had enough time to deliver the goods yet. If I decide they are incompetent, then my ownership in based on the hope of benefiting from pure dumb luck. It is not my intention to rely on the lottery to fund my retirement, so I would have a tough time owning ANCR once I've decided they are incompetent. Greg