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

To: nic who wrote (112)	10/5/1999 12:38:00 PM
From: $Mogul	Respond to of 377

VIXL- Just accumulating this one will be a barn burner when ZOOX and the SAN stocks heat up again.

To: nic who wrote (112)	10/5/1999 6:26:00 PM
From: Whitmore G.	Read Replies (7) \| Respond to of 377

You are the one who will have to do a lot better then this: I was talkingabout Sun's future plans, and their catalog is not the place to find out about them. Who is going to believe this statement when you provide no source for it other then yourself. What are you a SUNW insider calling your own shots. I believe I have a bit more credibility on this subject then you. I know the players involved as I worked for SUNW in the qualification of their computer systems in the Reliability Lab as the Lab Manager, and I can attest to the fact that they do not just drop suppliers on the first hint of trouble but rather build a working relationship over time through thick and thin. 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. Actually I know quite a bit about the subject from working in the field as a BSEE, you however would do better to stick to biotechnology plays. I am fully aware that the merits of the Fibre Hub are losing favor to the Fibre Switch in some applications. Just because SUNW is giving Ancor a chance, and they are desperately attempting to develop a working Fibre switch after having messed up the leadership as the only player in the SAN field for years, is no assurance they will get it right this time around. I for one wouldn't bet on them. They are simply riding the coat tales of the newer more talented SAN companies such as Vixel, Brocade and Gadzoox. As for float versus shares outstanding, you are very much in error if you think I don't know the difference. Do you obviously not! If you look here you will see that Ancor has 27.4M shares outstanding AND a float of 23.8M shares. As hard as that is to accept you must believe the published truth: (by the way Ancor has a -99% profit margin, and for a company as old as it is to have that kind of number, among the other even worst business numbers they posses, makes it the DOG of DOG's in any reasonable analysis.) biz.yahoo.com Vixel however has 22.2M shares outstanding and a float of ONLY 4.3M shares. Read the numbers and weep! biz.yahoo.com ncient history, as is the death spiral convertible (which I'm surprised you didn't bring up - I guess your DD didn't go veryfar). 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. You are really giving them too much credit. Their problems with the SEC go way beyond that death spiral convertible as you call it. All one needs do is visit their website and see their pronouncements of SEC settlements to compensate share holders and what's that bankrupt company's name again that has their finger prints all over it, as well as the other ANCOR posts of the very unhappy share holders to immediately see that is the case. 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. Oh come on now, your illogical ploy isn't going to work here. Address the issues presented here, if they were the company with the best products, the products the market is looking for, they would have held on to the SAN market and not fallen so hard to the onslaught of better products coming from VIXEL, BROCADE and GADZOOX. I mean for goodness sakes they OWNED this market as the ONLY player for years. WHAT HAPPENED! This whole scenario reminds me of when SUNW came out of the wood work to smash the old APPOLLO computer company that invented the workstation market but couldn't hold on to it due to their mediocre products. They were eventually put out of business by SUNW. Well actually they were absorbed by HP but that amounts to the same thing. You don't see them around anymore. .....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. well you might have a whole lot more if you hadn't decided to NOT invest in Brocade just after it's IPO. What real investor savvy that showed. You wouldn't have touched it with a ten foot pole hey!!!! Incredible!!! How much money did that bad decision cost you? Have you bothered to figure that one out? No wonder you're posting all over SI trying to hoist this turkey on any unsuspecting investors you might find. I'm with Pat- seeing how my timing for ANCR is still lousy (bought at 10 and change this week), I won't touch BRCD with a 10-foot pole. I bet as soon as I'd buy some it would come crashing down! Message 9806413