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

To: Lhn5 who wrote (17292)	7/23/1998 10:26:00 AM
From: Dean Wilson	Read Replies (1) \| Respond to of 29386

All, sorry I missed the conference call. Does someone have a replay number by chance? Thanks dean

To: Lhn5 who wrote (17292)	7/23/1998 10:33:00 AM
From: Craig Stevenson	Respond to of 29386

Larry, I don't think that the slower than anticipated adoption of Fibre Channel switching is the fault of Ancor management, but not having a backup plan just in case certainly is. I recommended a hub strategy a LONG time ago. Not just on SI, but DIRECTLY to Ancor management. Put an Ancor branded hub in the customer's hands, and migrate them to switches later. Maybe the profit margins aren't as high on hubs, but it sure beats having something that says Gadzoox or Vixel on it in a customer site. At this point in time, I do think it is too late to enter the hub market, but Ancor has to quit making so many strategic mistakes. Craig