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

To: Dean Wilson who wrote (17318)	7/23/1998 5:44:00 PM
From: Craig Stevenson	Respond to of 29386

Dean, Thanks. I know that a number of investors wanted these questions asked, including me, but I still hate to see so many people get hurt. I didn't post much over the last week or so leading up to conference call, because I was starting to sound pretty negative. Unfortunately, I was basing a lot of my opinion on the silence from Ancor, and that doesn't really qualify as factual information. Now, I wish I had been more vocal before the CC, so more people would have gotten out. Cal certainly wasn't ambiguous on the "shipping" issue this time. From previous calls, my understanding was that they were actually shipping MKII switches AND recognizing the revenues. Evidently, that isn't happening yet. Either the MKII isn't all we thought it was, or we are still too early in the Fibre Channel cycle. I still believe in the technology, and the recent hires are certainly first-rate. Maybe it takes an event like this to force Ancor to refocus their efforts once again. I agree with Ken and Cal that SANs are the growth area of Fibre Channel. I just hope that Ancor can deliver an entire team that can finally embrace this market. Craig