Craig,
Exactly 11 weeks ago you expressed your frustrations (and many other's) at Ancor's follower rather than leader image. It is amazing how much progress they have been able to make since that dreadful conference call.
Message 5330513
<<5. I would lose the existing ad campaign. If an advertising campaign is deemed necessary, I would position
Ancor as a technological leader, not as a saxophone playing beatnik. And I would put a picture of the switch in
the ad!>>
<<7. I would get the products that are under development done, and get them out in front of customers. Don't let Brocade or McData be first with an 8-port, 32-port, or 64-port switch. Don't let somebody else be first with a FC to GE gateway. Ancor needs to be FIRST at something. The amount of time that it takes Ancor to bring a product to market is simply too long. The development cycle has to be shortened, in order to remain competitive.>>
<<10. I would get the financing DONE NOW! In order to restore investor confidence, another "going concern" statement has to be avoided. This financing should take the form of a partnership or equity investment, to avoid further dilution.>>
<<12. I would seriously consider licensing MKII technology and/or patents to other Fibre Channel companies. This would provide a small, but steady revenue stream.>>
If the 16 port switch had 5 ASICs (4 four port chips and a crossbar chip), how many chips does MSL have to stuff for a single ASIC 8 port switch? Anybody have a feel for how much a full custom ASIC in low (FC) quantities would cost, and how much a fully populated board would cost?
I think we will like the 3Q conference call a little better. How many more surprises between now and then?
Greg |
