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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (11474)	11/30/1999 3:30:00 AM
From: GuinnessGuy	Read Replies (1) of 54805

Bruce, "The stock fell to $1 a share during that transition. If Brocade has 80 percent of the market already which is in full tornado, how can we assume that Ancor is 'stealing' a nice chunk of market share? If his statement is true that Ancor's technology is "on par, if not better" that this means a game could be won? I think we all know the answer to that question. I don't think that this section of the market is going to be a 30 round fight as Mr. Wu suggests. Yes, a few rounds, but 30???" Please explain how you come to the conclusion that fibre channel based storage area networks are in a 'full blown' tornado? Brocade, with 80% of the market share(maybe), only did $30 million this quarter. If that's indicative of a 'full blown' tornado, I'm taking my shares from various companies in this sector and dumping them tomorrow! IMO, the sector has hardly begun to show revenues. And as far as Paul Johnson is concerned, he's playing the gorilla game to the maximum by not even mentioning Ancor as a competitor in his report. Funny thing too, since the Brocade pre-IPO SEC documents mention Ancor first on the list of competitors. I wonder how many shares Mr. Johnson has in Brocade? You might want to read the latest report from an analyst whose firm did NOT underwrite the Ancor secondary. It was released on the 22nd of November. You can find the copied transcript here: messages.yahoo.com It is from the widely respected Ashok Kumar, who places an aggressive buy on Ancor. You might also check out this link which is a boiled down version of Kumar's analysis. cnbc.com Bottom line: It may not be the second round of a thirty round fight(maybe round 2 of 10), but it is in no way a full blown tornado. Just read the estimates for 2001 and compare them to where we are today. This will be an interesting fight between Ancor and Brocade. Stay tuned. Craig

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