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

To: Craig Stevenson who wrote (17114)	7/9/1998 7:33:00 PM
From: Patrick Sharkey	Read Replies (2) \| Respond to of 29386

Craig, I remember when the CEO of Ancor said that there would not be an AL market, and that Class 1 was the only place to be. Pat

To: Craig Stevenson who wrote (17114)	7/9/1998 9:14:00 PM
From: janski	Read Replies (3) \| Respond to of 29386

Craig, thanks for sharing the GE episode from Ancor's past and, perhaps still present(?). It completes my search for an answer why the company has been failing. There might have been a combination of various factors but the bottom line answer in my mind is this: The company has been run by engineering zealots, arrogant to the market needs and customer wishes. Folks who deliberately designed the technology based on how they wanted to do it and with total disregard to the world around them. I have been around software engineer/system designer types a lot and it isn't that hard for this to happen. Some of these folks are the smartest and yet the most stubborn primadona types you ever meet. The question is if it is changed NOW. I don't think MK was initially designed the way it needed to be to win the storage business. Some here may disagree but the points ar used to bring up, I think were mostly true. A couple I recall were wrong frame size eventually adjusted late last year, and the public/private loop access he brought up last March that according to George is now corrected too. I don't think the question is any more how they apparently lost all the big OEMs but how they can win some back in future. What is it the customers are looking for in the switch that nobody has now? Does Ancor know, how do they know and most importantly are they willing to listen and do they have resources/time to do it. Would be nice to hear some answers during the conference call. Or would it be under NDA? They have been playing catch up. Unless they show product leadership proven by getting business quick, they are on the way out and should sell the company now or they may be giving it away later.