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

To: WhoLovesYa who wrote (17291)	7/23/1998 10:29:00 AM
From: Craig Stevenson	Respond to of 29386

Greg, I couldn't believe it either. It isn't like there are normally a bunch of questioners anyway, and I had already let Mike and Tim go first. After I was done, there was only one more guy that asked anything. The reason I pushed so hard was that Ancor has to realize that they have made some serious STRATEGIC mistakes. Not recognizing where the market is headed is a recipe for disaster. I know they don't like to talk about it, but I suggested a hub strategy a LONG time ago. I fully expected a fiery call, more like the last one when the Paine-Weber guy asked some tough questions. I think it is interesting that he didn't say anything this time around. He probably got all his people out. My interpretation of the Hucom deal is that the equipment has been shipped, but not paid for. It may NEVER be paid for, and that's why they didn't book the revenues. It also sounded like Hucom's end user has stopped ordering more product. So, it's a double whammy. Craig