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

To: Craig Stevenson who wrote (17488)	7/29/1998 6:02:00 PM
From: Technocrat	Read Replies (2) \| Respond to of 29386

I have a question for the panel. My expertise is software, although I work along around hardware types in telecom. Why is it so hard to do a head to head test? What is all this jazz that Cal put out regarding qualified tests taking huge amounts of time and effort? Some of the top demos which were put on by Brocade at shows like NAB took only a few days to put together. That I KNOW for a fact. So why is Ancor struggling so hard? If I were selling switches, the first thing I would do is generate demos which prove out the switches to customers with wallets in hand. Pick a situation which makes Ancor hardware shine in direct comparison with Brocade or other competitors. Perception only goes so far in this crowd of engineers/ customers. Performance is far, far more important. I agree completely with Craig Stevenson about conference rooms where hardware replaces vaporware and fantasy. I cannot understand the NDA excuses which drag on for years. This seems like transparent nonsense to me. A company should never get boxed in where its very own stockholders fret that the whole business is a scam because there are no demonstrations, no head to head comparisons, no sales, and no light at the end of the tunnel. Personally, I still believe the switch could be top notch hardware. The operative word is "believe" which serves as a poor substitute for "know" under the circumstances. Hendrickson does not share my pain at all. He knows the real answer either way. For that matter, so did several large holders of the stock when the price was sitting around 6... SAN will definitely come. On that point, I feel confident.