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

To: nic who wrote (108)	10/4/1999 10:16:00 PM
From: Dr. Diligence	Respond to of 377

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. This is the only problem with VIXL and this being out of VIXL own mouth is a POSITIVE sign that the problem is being addressed. Made a deal with SUNW in retribution of said failed components. This aside, this company is a watcher with increased rev despite SUNW fall off. VIXL's has similar revs, growth as BRCD. Fibre Channel/Data Storage is a hot industry. According to Irv DeGraw, director of research at World Finance Net, "Storage area network product demand is growing at an estimated 50% annual rate with the market expected to grow from $2.5 billion in 1998 to $13.3 billion in 2002." We should see 100 plus. Disclosure: Will long VIXL, ANCR

To: nic who wrote (108)	10/5/1999 2:42:00 AM
From: Whitmore G.	Read Replies (2) \| Respond to of 377

To the contrary this is the praise Sun is currently giving Vixel in their online "Sun Solutions Catalog": Vixel Corporation is a leading provider of Storage Area Network (SAN) solutions. The company's comprehensive product portfolio of switches, hubs and transceivers with a single management software application delivers a reliable, interoperable solution to its customers and partners. SAN InSite is Vixel's comprehensive management software for SANs, providing remote control and diagnostics for Fibre Channel switches, hubs and transceivers from a single console, reducing the administration and overhead of implementing a SAN. Established in 1991, the company continues to develop innovative Fibre Channel products to optimize the deployment, performance and management of SAN solutions. Vixel products are available through its network of value-added resellers, alliances and OEMs. solutions.sun.com How can Ancor, a company that only made $8.33M with a float of 23.8M shares every be of higher value then Vixel with $40.3M sales and only a 4.3M share float? And their track record with the SEC is the worst. They just had to fork over 1.6million to settle that recent class action lawsuit over breaking securities laws. Message 9764644 And if that wasn't enough their products are considered substandard by the industry: Ancor (ANCR), while actually introducing a FC switch before Brocade, actually went after a market segment that turned out to be a bust (basically LAN communications as opposed to SAN communications). They quickly retooled their product to provide SAN capabilities, and they have been chasing Brocade ever since. Their problem is that they have no significant installed base, a technically clunky product from every viewpoint, and without the signing of two recent OEM partners, Hitachi Data Systems, and Sun Microsystems, they would definitely be a non-entity. The street seems to believe Ancor will introduce a new switch in the Fall, but they have a lot to fix in their base switch architecture before they will be taken seriously as providing a competitive offering to Brocade. Message 10996258 Seems you should have cause to sweat though: Having ridden ANCR down from 14 to 1 once, I'd like to protect myself from such disasters in the future, without letting go any of my large long position.. Message 10708276 And last but not least, maybe this poor bully is you: Message 9936305 Disclosure: long Vixel