Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vixel (vixl), a fibre channel company! -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (84)	10/3/1999 5:49:00 AM
From: ynot	Read Replies (1) \| Respond to of 377

siebel systems, master of that game, imho, regards, ynot ;)

To: Tom Hua who wrote (84)	10/3/1999 9:07:00 AM
From: sam	Read Replies (1) \| Respond to of 377

I agree. Issuing warrants to clients is quite common. And not necessarily a bad thing. Especially if its triggered by some event. That said, VIXL's problems may have something to do with the info found in this post (quoting VIXL's recent S1A dated September 1, 1999): Message 11329278 "A COMPONENT USED IN OUR TRANSCEIVERS HAS EXPERIENCED AN ABNORMALLY HIGH FAILURE RATE WHICH HAS ADVERSELY AFFECTED AND COULD IN THE FUTURE AFFECT OUR SALES." Now, problems like this are not uncommon. And reserves have been set aside. VIXL is doing what it must to rectify the problem. Still, I'm not so sure I wouldn't be a bit careful here.

To: Tom Hua who wrote (84)	10/3/1999 9:19:00 AM
From: Ken Whiteside	Read Replies (1) \| Respond to of 377

Zoox does have a fibre switch, gadzoox.com Can we figure out why they are at the all time low since IPO, especially in the wake of the Vixel IPO??? Zoox may be putting a cap on Vixel, whereas Brocade and Emulex are running way above these. Brocade seems to have the product to back the price. Please post you thoughts, especially on comparing emulex into the mix. Ken . . .

To: Tom Hua who wrote (84)	10/4/1999 12:00:00 PM
From: nic	Read Replies (2) \| Respond to of 377

The offer is for future business Tom, AFAIK Sun not only intends to replace Vixel hubs with Ancor switches in their product offerings, but will also attempt to upgrade existing installations in this fashion. To me this suggests that Vixel has no concrete prospect of doing much business with Sun going forward, and that the shares were issued to forestall Sun suing for the cost of the retrofit. If you have specific information to the contrary, I'd love to hear it. - nic Disclosure: long ANCR.