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

To: Greg Hull who wrote (23802)	8/18/1999 6:23:00 PM
From: Todd DeMelle	Read Replies (1) \| Respond to of 29386

FC_Fan does present an apparently well supported opinion on Yahoo. Personally, he's the first ANCR detractor who seems to have a well founded technical sense of ANCR's and Brocade's products. He doesn't seem to be hiding behind innuendo and he's the first detractor that hasn't been satisfactorily debunked (in my opinion) and whom I can't quite see through and dismiss as noise. He obviously has a personal agenda, hides behind his alias (claims not to be RS) and waxes vituperative occasionally (in spite of himself). Anyway, I'd sure like to see someone technically adept go toe to toe with him in his own style of methodical, point by point dialectic. It'll be nice when the ramp up in sales really gets going and more and more people will have hands on experience and opinions re: these switches. What ever happened to those independent fc switch tests?

To: Greg Hull who wrote (23802)	8/18/1999 6:42:00 PM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

I would have expected the author of the Gorilla Game would have identified Ancor as a competitor as well. Perhaps he is biased as well because of the relationship. If people such as Mr. Johnson truly could predict the gorillas each time, RS would have a 500% return each year, but they can't and they don't Also, I probably would have had more respect for the opinion of the Gorilla Game author, based upon all that I had heard, had I not read the book. I thought that the book was fundamentally correct, but offered not special insight into how precisely to identify find the tornado -- and how to make sure that others see it too, but only after you are in at a lower price. In addition, it is quite premature to identify anyone as a gorilla in fibre channel switching until we find out which OEMs are going to acquire and hold the market share. We also don't know which of these OEMs are dual-sourcing -- Adam Rapport keeps telling us in code that SUN is doing so, and when I have called IR and Clarion engineering, through IR, late on two separate afternoons (and then posted the results of the information received from Clarion's IR department), I heard both times that both switches (Ancor and Brocade) were excellent, that installations with both were going on, and that both would be supported. While that doesn't square with the surface of the Clarion OEM, I believe what I was told by IR/engineering at Clarion. On the other hand, I am disappointed in the market's reaction to the Ancor secondary offering. I interpret the price decline as indicating a moderate reception both as to price and prospects. That being said, I also believe that the pricing will be below today's closing so that the underwriters/their purchasers will be able to take a quick profit not matter what happens otherwise to the stock price. All that being said, we probably are at fair value, when considering prospects against what remains to be proven for both Ancor and Brocade, i.e., that there will be the $3 billion switching market predicted by those market analysts that purport to know. We need more OEMs, and we need what we have to start shipping and penetrating the market so that there will be an Ancor gorilla out there. Pat

To: Greg Hull who wrote (23802)	8/19/1999 1:07:00 AM
From: Technocrat	Read Replies (1) \| Respond to of 29386

> Is this the article to which you referred? > redherring.com Thanks, Greg. I guess this is the article FC_Fan was referencing. I had read this when it originally came out. All in all, the article was fine with me. I failed to find any passage which used words like "technically clunky product from every viewpoint" or "can't be taken seriously" which is why I assumed Brocade got another shill to write a bogus article. My apologies to Red Herring. Also, I strongly doubt these are the words of Roy Sardina regardless of the previous handle. Both Ancor and Brocade have had their share of screwups. Neither company predicted the FC market correctly which had many saavy investors just as puzzled :-) Brocade could be just as big of a gorilla as DC Hayes was to modems. There was a time where Hayes had more than 80% of a market but they got stomped. Nor did Brocade come to the SAN market early as FC_Fan implies. Both Ancor and Brocade will co-exist for a good while and there is no way Brocade will sustain 80% market share for any significant switch volume. What irks me is the timing of the patter. Somebody feels some pressure. That is all I can figure.