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

To: Whitmore G. who wrote (111)	10/5/1999 7:23:00 AM
From: nic	Read Replies (2) \| Respond to of 377

Please, you'll have to do better than that. praise Sun is currently giving Vixel in their online "Sun Solutions Catalog" As long as they're selling Vixel's product, what do you expect them to say? "We're selling faulty Vixel hubs until we can get them replaced"? I was talking about Sun's future plans, and their catalog is not the place to find out about them. 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? Learn about the difference between hubs and switches, the typical adoption cycle of new networking technology, and where in that cycle we are now for FC. Inform yourself about the technical merits of the FC switch offerings by ANCR, BRCD, McData, ZOOX, and VIXL. Finally, figure out the difference between "float" and "shares outstanding". If by then your question hasn't answered itself, by all means buy more VIXL, short ANCR, and good luck. recent class action lawsuit Ancient history, as is the death spiral convertible (which I'm surprised you didn't bring up - I guess your DD didn't go very far). Yes, ANCR is a turnaround story, and uninteresting unless you believe that they've turned the corner. Then they look undervalued at 25, as they did to me at 5, and at 1. As always, the early bird catches the worm. their products are considered substandard by the industry You'll have to back that up with more than the personal opinion of a single SI poster. You'll also have to differentiate between past, present, and future product, and understand the differing requirements for LAN vs. SAN switching, before you can interpret the remark you are parroting here. cause to sweat Yes, after ANCR rose 700% in 2 months I was looking at OCT 25 puts to protect my gains from a general market breakdown. I don't see what that has to do with the stock's fundamentals, except that the fact that I was looking to buy puts rather than cash out should tell you where I think ANCR's share price is heading. Thanks for your concern, but at this point I'm extremely comfortable with ANCR's risk/reward - my only regret is that I don't have the funds to buy another boatload of them. Finally, no, I'm not doc, and my remark to him was in jest, as a look at the ANCR chart for that day (Jun 3) might have told you if you're weren't so hopeless. - nic