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


To: iceburg who wrote (17138)7/10/1998 9:57:00 AM
From: trendmastr  Read Replies (1) | Respond to of 29386
 
Steve:

<< I fully expect ANCR to be able to match any Brocade feature given a
small lead time.>>

Thanks for your response, it even made me feel like there's a ray of hope! Your statement above underscores ANCR's current problems. At one point we thought ANCR was in the driver's seat and now we're talking about matching Brocade's features. It's nice to see that the folks in Minnetonka have finally awakened (as evidenced by George's info about "translative mode" and the continuing shake-up of the sales force) after sleeping through the alarm clock. Given the dim prospects for a decent 2nd, 3rd and probably 4th quarter, the company's ability to compete, as well as the greater issue of surviving as an independent entity, is a MAJOR concern.

tm