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

To: BuzzVA who wrote (23975)	9/7/1999 1:47:00 PM
From: BuzzVA	Respond to of 29386

Bill [Griffith] is pushing Reyes to admit they don't have the market share they claim to. He brought up Ancor (!!!) and Reyes of course ignored it. HA HA

To: BuzzVA who wrote (23975)	9/7/1999 1:47:00 PM
From: Huei-Sheng Kao	Read Replies (2) \| Respond to of 29386

the way ANCR'share price is behaving,does anyone think maybe there is something wrong with its relationship with SUN?

To: BuzzVA who wrote (23975)	9/7/1999 1:48:00 PM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

In response to questions about competition, with a focused questions about Ancor as competition, Reyes said that it is a healthy market sign to have Ancor in the market, and other entrants into the market. Reyes refused to make projections for Brocade growth, but says that this is the first year of the decade of the SAN, and that Brocade has a relationship with every major participant in this market (although SUN was not discussed by anyone). Brocade says that it dominates the mid-level segment of the market, and that it will move into the enterprise level and entry-level market as well, and Brocade intends to dominate each. Two and one-half minute interview. Reyes has a pleasant, straightforward demeanor, and appears to claim that Brocade invented the SAN. Pat

To: BuzzVA who wrote (23975)	9/7/1999 1:49:00 PM
From: Nine_USA	Respond to of 29386

Reyes said BRCD partners with all (sic) storage and server vendors. How can statements like this go unchallenged?

To: BuzzVA who wrote (23975)	9/7/1999 1:50:00 PM
From: ShamukE	Read Replies (2) \| Respond to of 29386

Apparently, when the momentum is in your direction everybody loves you. If I'm not incorrect, this is the second or third time that CNBC has seen fit to tout this stock. I keep reading messages that seem to profess that much of BRCD is fluff. I still remain committed to ANCR but I sure would love a bit of fluff. What is it that BRCD has that ANCR doesn't? I keep reading that it's going to come. The market is a discounting mechanism. I don't think that the market sees the coming. Is there anyone out there that can name a few items that they feel are being overlooked in the pricing of ANCR. My mind tells me that the company has a lot going for it. However, my heart is beginning to wonder. Your comments will be appreciated. Pro or Con will be considered. I don't believe that the only problem is the lack of good P.R.