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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (17145)	2/4/2000 8:34:00 AM
From: buck	Read Replies (1) \| Respond to of 54805

UF, I'd love to do a PH on any of the Fibre Channel companies, but it'll have to wait a few months. I'm with a startup in the FC/SAN industry, and right now is just WAY too hectic for this here soldier. FWIW, I'm happy to add any of my industry knowledge to ongoing FC discussions. buck PS I'd love to hear what, if anything, the guys with some skins on the wall think of our industry as a whole. In a GG context, of course. I think I'm far too close to the action to make a truly objective case at this point.

To: Uncle Frank who wrote (17145)	2/4/2000 12:39:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 54805

RE: Project Hunt / ANCR <<Have you considered a Project Hunt report on ancr?>> Boy you have a dry sense of humor, but it gave me a good laugh. As a multi-year owner of ANCR, I'd love to hear that Gorilla-hood is just around the corner, but I just can't see it. This has all the earmarks of a Royalty Game for ANCR's current business: Fibre Channel switches. Having said that, is Project Hunt about collecting analyses of likely current or future Gorillas, or just about collecting analyses on as many companies as possible? I thought the former. Ancor is definitely a Snowball right now (still not making a profit). Have I misunderstood the purpose of Project Hunt? Greg