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


To: Craig Stevenson who wrote (17732)8/16/1998 12:51:00 PM
From: Grainne  Read Replies (2) | Respond to of 29386
 
Craig, I would love to average down, and this seems to be an excellent opportunity to do so. There is one thing holding me back--my lack of confidence in Ancor management. Your post reminded me of my nagging doubts, when you remarked that Ancor would have to be nimble, because the fibre channel market is here, but changing rapidly.

I have wondered for a long time whether the reality of Ancor management is that they are not very capable, or whether they are just holding their cards close to their vests, so to speak. Would anyone like to comment on that? Regardless of the technology, good management is absolutely essential to bring it all forth. And then there are the slight doubts raised by some of the comments on this thread, about whether Ancor's technology is as good as we all assumed awhile ago.