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

To: iceburg who wrote (17136)	7/10/1998 12:49:00 AM
From: George Dawson	Read Replies (2) \| Respond to of 29386

"We are only in the second inning in a lenghty game. Our pitching stunk early, and it has cost us dearly. Ancor's hitting is great but with runners on base they are batting around a buck." Steve, As Casey Stengel once said (I think): "Good pitching cancels out good hitting and vice versa." All of your points are well stated, except for MSFT and the cash burn factor. Couldn't you argue that Brocade is going for politics and volume, much like MSFT? I think it is what Craig called the bandwagon effect - everybody thinking they need a non-standards feature. It may have a lot more to do with corporate culture than anything else. George D.

To: iceburg who wrote (17136)	7/10/1998 12:49:00 AM
From: iceburg	Read Replies (1) \| Respond to of 29386

BTW, I fully expect that this quarter stunk, and that next quarter will stink. I fully expect more dilution near the end of the year. I fully expect OEM announcements this year. I fully expect ANCR to be able to match any Brocade feature given a small lead time. I fully expect a marginable stock within 2 months - that is still a 30+% gain. Even W/O a buyout. Steve

To: iceburg who wrote (17136)	7/10/1998 2:02:00 AM
From: janski	Respond to of 29386

"nough said" about ar. Most of the discussion around here has always been about technical advantages of Ancor's switch. ar didn't think so and market proved him right. No matter his motives. Yet, he is still discounted and hated. Are you software engineers too folks?

To: iceburg who wrote (17136)	7/10/1998 11:11:00 AM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Steve, <It is Ancor's and Brocade's job to tell the customers what will work best for them, not the customer telling Ancor what switch features they need in most cases.> I have to agree with this point. Once upon a time I was a product planner for industrial products. My job was to define the requirements for the next generation of products. Most customers had no idea what they wanted to buy several years from now. A few had useful suggestions and a few had ridiculous suggestions. Every once in a while I would hear a comment or a story that would be very helpful. It was from this collection of comments and observations that a realistic wish list could be assembled. After we knew what we thought we wanted to build, we could go back to the customers and get comments from them on the relative desirability. Even then, you could not always take the comments at face value. Sometimes they said "no" but you knew they would say "yes" in a year or two after they learned more about other trends. I think the best product designs come out of knowing your customers' needs better than they do. How well does Ancor know SAN switching needs? How much attention did Ancor give to SANs in 1995 and 1996? Do they know the needs now? You can occasionally go against the recommendations of your customers because you think you know better than they, but you better have thought through this issue thoroughly. You might be wrong and lose big time. Greg