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

To: Starowl who wrote (24520)	10/28/1999 8:06:00 AM
From: Patrick Sharkey	Respond to of 29386

I think that there is an angle for Ancor detractors to play, but it is now dog-eared. Ancor once had a product that was vastly inferior to the Brocade product, and the results in the marketplace proved this to be so. Whatever one wants to say about the validity of the test results being release now without disclosure that this is not the current Ancor switch (which apparently Keylabs couldn't get even if it knew about it), the test results show how pitiful Ancor once was. Now Ancor has a product which we all assume is superior to Brocade's current product, as evidenced by more recent market share going to Ancor (HDS, SUN, MTI and Thomson), with no recent "new" market share going to Brocade. Hence the release of the Keylabs testing results which Brocade is using to show how it got to the current market share, based upon time-worn facts. As to the new point concerning receivables up 70%, that is relatively easy when you ramp up, and the comparison involves the prior year, or prior quarter, when there were virtually no sales. As to the final point made by Greenberg and Reyes, it certainly is true that customers may not accept the Ancor product, but I will trust in the judgment of MTIC, HDS, et al. that this won't happen. After all, they are betting their own businesses on Ancor, aren't they. One final point: Ancor will miss a big chance to show the differences between the new and old switch unless they point out those differences, and rebut the Keylab report, point by point, in a very clearly worded and decribed comparison. Ancor would be wise to do the same with respect to Brocade's most currently available product as well. All that being said, it is beginning to look like we will all have greater opportunities to buy an undervalued stock, based upon forward looking factors and not looking into the rear view mirror, if this keeps up. All IMHO, Pat