Lancelot,
It's been a long time since I've heard from you. Good to have you back.
There hasn't been as much useful information on the thread lately, and that is partly my fault. I've been sending potential customer contact information directly to Ancor, instead of posting it here. So far, over the last two weeks or so, I'm up to 28 contacts. A lot of people would be surprised just how much Fibre Channel activity is really out there. (I know I was, and I expected to see a lot of it.) There are a TON of companies that are implementing FC now. I have run across a LOT of names that I hadn't heard before, which is encouraging. (I don't know whether any of my contacts will amount to anything, but it will be interesting to watch for some of my names in 1998. <g>)
I agree with your opinion that 1998 will be much better for Ancor in terms of sales than 1997 turned out to be. Even without storage, the revenue side improved during 1997. The addition of storage revenue during 1998 can only help the situation.
I think an investor-friendly financing package would be great, since it would remove some of the long-term viability questions, without the dilution of a Reg-D or Reg-S. It would also demonstrate that Fibre Channel was fundable through "higher-class" channels.
I have also been accumulating shares at these levels, which is another reason that I haven't been posting as much. (Trying not to "pump and dump" or "trash and buy", like some do.) I realize that tax-loss selling is a legitimate reason to sell for many, so I think we just need to get it out of the way.
I haven't kept up on POCI like I should, since I felt that the price got a little ahead of itself. If the tax-loss selling settles down, I might have to take another look.
Craig |
