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

To: Craig Stevenson who wrote (17180)	7/11/1998 10:20:00 AM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Craig, the downside volume and drop in the stock price may well be the result of OEM decisions or indications not yet announced publicly anywhere based upon the absence of key product features finally deemed essential by the OEMs because they, unlike Ancor, are responsive to customer needs. If, in fact, the absence of a private loop feature was material to the decisions made thus far to not use the MKII, this is nothing more than the latest chapter in a story stock having a theme in which the product developer tells the customer what he or she should want, instead of listening to what the customer ways it wants and needs. Legacy issues dominated the discussion concerning just how far fibre channel can penetrate in certain non-storage areas, and there is no reason to believe that those legacy issues are any less important in the storage area. Pat