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

To: janski who wrote (17122)	7/9/1998 9:29:00 PM
From: Patrick Sharkey	Read Replies (2) \| Respond to of 29386

Janski, I think that the members of the Board probably agree with most of what you say; I know that I do because the OEM decisions that have been made clearly reflect a decision that whatever MKII brings to the table, it is not what the end-user customer wants. That being said, what the MKII presents may be what the customer would want, if all available options were known and compared, but the problem appears to be that Ancor is not selling to end-users, and those that do sell do not tell customers what they want. Instead, they respond to customer needs and wishes. By the way, who was buying today. AR (if it is AR), given his recent predictions on Yahoo of some type of milestone in the life of Ancor on July 13th?

To: janski who wrote (17122)	7/9/1998 9:45:00 PM
From: Craig Stevenson	Respond to of 29386

Janski, I know the attitude all too well. As a techie type, I tend to be that way myself. On the other hand, as a businessman, I have also seen the need to respond to customer needs. It isn't something that can't be learned, but it doesn't come naturally. It certainly appears that whatever the MKII brought to the table was NOT enough to overcome other areas that were lacking. As you said, Ancor appears to have been late with a number of features that customers wanted, and that could have made the difference. Whether that situation has changed or not, I don't know. Even if it has changed, it appears to be too late for the first round of OEMs. Craig

To: janski who wrote (17122)	7/10/1998 1:45:00 AM
From: Roger A.	Read Replies (1) \| Respond to of 29386

I believe that Ancor could position themselves for rapid growth and large sales of the MKII if they simply decided to put together their own packaged SAN's and sell them competing directly with Storage Tek and other enterprise storage systems. This would allow them to become their own OEM and capture a rapidly growing segment for high end storage area networks. Small to midsized companies would then have an alternative vendor of fully configured SAN turnkey solutions. Can anybody offer a plausible reason as to why this wouldn't be just as effective a solution to spur growth and accelerate the sales of the MKII? Ancor would only need to arrange purchases of FC hard drives and interface cards and set their own system up rather easily and inexpensively. I believe this would alleviate the need for them to sit it out and wait for some other company to select them as an OEM vendor. I believe if the MKII is as good as touted there should be no reason it wouldn't be 100% competitive with any other storage system. I hope that Ken and company have the "hunger" to go after something soon to make things happen at Ancor. I believe they have the talent and competence to make it happen, as was said in an earlier post, most of the management has been seasoned in the "Silicon Valley Tech Wars." Here's wishing the Minnesota underdogs the best of luck. Roger