Walter, I'm not trying to discredit the poster known as "mag48" on Yahoo, BUT I would
take the Yahoo postings with a healthy grain of salt. For instance, the same "mag48" guy
you are quoting also posted the following ( I cut and pasted directly off the Yahoo
ANCR board ) which specifically threw cold water on the "rumored" 8 port switch.
OBVIOUSLY, 1)he was grossly mistaken on the 8 port switch, 2)he deliberately lied about the 8 port switch OR 3)Ancor deliberately misled him in order to prevent Brocade from getting an advance heads up on their product plans.IF you believe that he was given "disinformation", then why would you believe any new
"information" from the same source? On the other hand, there has been another Yahoo
poster named "ASIC_1" whom I have found to be the most credible in terms of the
accuracy of his predictions.ASIC_1 has made some VERY interesting posts, eg, "the
color purple" ( the color of the new 8 port switch ), HDS, Netmarks, new re-spun MKII
ASIC which enables Ancor to do both private and public loop.
RECENT POST FROM MAG48:
mag48_ANCR
Sep 4 1998 5:55AM EDT
OK, more stuff from the front lines.
As you recall, management spoke to insider buying and it occurred... perhaps not huge
numbers but these guys don't have huge $ personally (yet) and also one of them pointed
out to me yesterday that once their money becomes invested, it is highly illiquid as any
selling would naturally ignite even more senseless rumors.
Also they hinted at the BA deal over a month ago and that has now come to pass...
Well good news if you believe. Management confirmed that in their opinion "many"
<define that please?> company's would soon be making their OEM decisions and ANCR
would "get their share" ...now naturally they can't guarantee anything, but after my
conversations recently, I am of the opinion that at least THEY believe the long wait is
over and more than once it was emphazised BEFORE the end of the year...
I have taken to giving credance to things spoken to several times in a row. Also I would
characterize the mood of management as very upbeat and confident... this of course is
incredibly presumptive on my part.
I also asked of several other rumors going around
1. gigabit ether net adapter to FC
---> nope
2. 8 port FC switch
---> nope
FWIW, in each case it was said that these are just rumors.
hope this is of some help
Mark <>< |
