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

To: Eleder2020 who wrote (17314)	7/23/1998 5:29:00 PM
From: Craig Stevenson	Respond to of 29386

Ed, It is EXTREMELY frustrating for me to have accurately foreseen what Ancor management missed, and I don't even claim to be an expert in the field. It wouldn't even be so bad if I hadn't TOLD them a LONG time ago about a hub strategy. Cal has mentioned several times, as he did during today's call, that it would be relatively easy to do. THEN DO IT! Unfortunately, it probably is too late to enter the hub market now, when everybody else has a huge headstart. I also am frustrated by what appears to be rapid adoption of Gigabit Ethernet, to the exclusion of Fibre Channel in the LAN space. As a long time ANCR holder, you undoubtedly remember the excitement that surrounded the Gigabit Ethernet switch prototype that Ancor demonstrated a couple years ago. Don't hold me to the details, but just recently I read an article about a company that was installing 80 Gigabit Ethernet switches. EIGHTY switches! ONE company! Another missed opportunity. I've also criticized Ancor in the past for their lack of response to Brocade and Brenda Christensen, and for their advertising campaign. I think hindsight will show that I was probably on the mark there too. The advertising campaign obviously didn't generate much business last quarter, and it appears as if nobody was breaking down the doors to buy switches because they had read about Ancor in the trade magazines. Craig