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

To: craig crawford who wrote (11588)	10/21/1997 4:36:00 AM
From: Douglas Nordgren	Read Replies (2) \| Respond to of 29386

Craig C., OEM agreements and distribution rights are apples and oranges. Otherwise, you are entitled to your concerns, which don't happen to be mine, at this point. BTW, Hucom/Arcxel wasn't announced 'til September, and we ALL missed it then, including you. Don't recall ever seeing a Brocade/Hucom announcement - who is your prescient friend? You wouldn't by any chance be looking for someone to blame, now would you? And here I was thinking you were beginning to get to be a big boy. Relax, dude. Why worry, be happy <g>. Douglas

To: craig crawford who wrote (11588)	10/21/1997 5:40:00 AM
From: Pigboy	Read Replies (2) \| Respond to of 29386

<< For a company that has been involved with FC since the early 80's I can't believe they aren't a TOTAL SHOE IN for all the FC business such as SUNW and CPQ. >> Craig, There are such things as a time and place for new technologies. The Fibre Channel topology has been around for awhile and so has many technologies such things as ADSL/VDSL etc...you've been reading posts here for awhile and although you hardly do any research on Fibre Channel or Ancor, I think it would be obvious to you that the Fibre Channel market is just starting to grow rapidly NOW. You will see what I mean in several months...so I guess you'll have to wait. Total shoe-in? Happy and trying to put a positive spin on everything? You crack me up a little bit. Haven't you read old posts from a great deal of people (who are still here and long, I believe) voicing their concerns/disgust with old management and the obvious botches that were made? And haven't you seen the obvious relief it has been to many here that Ancor has piked up some very highly respected staff? As far as shoe-in's...how many times do you have to read that there are three main competitors in the Fibre Channel switch area right now? If you notice on the Brocade thread, there is talk by their CEO that they want to be 100 million revenue company in a very short period of time. They didn't need Ancor to tell them that Fibre Channel would be big soon (no matter how long its been around). You talk about being biased...you're the one who tends to jump on something like the ALREADY talked about Arcxel switch and say negative things like Anc before you even wait for any facts. I don't mind hearing your ideas on many things craig, but when you keep coming in here on the Ancor thread and keep reminding people here that you hardly know anything about Ancor while at the same time throwing around broad negative statements...well, its just weird. ALL IMHO pigboy

To: craig crawford who wrote (11588)	10/21/1997 8:40:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

Craig C., Arcxel was all over this thread back when their switch was originally announced. I actually posted it on my Unofficial Ancor page before any word of it appeared on SI. techstocks.com techstocks.com There was also a fairly lengthy discussion about the Class1/Intermix issue, and how Arcxel was apparently able to circumvent Ancor's patent. K.J. Moy and I also had a discussion about the apparent lack of N_Port support. (This was all back in the July 17th time frame. Not exactly a conspiracy.) techstocks.com techstocks.com I even went so far as to call Arcxel directly. My post of that conversation appeared here: techstocks.com I also contacted Ancor about Arcxel: techstocks.com I also provided my take on Arcxel as a competitor: techstocks.com Remember that this was all on July 17th. During the last conference call, I was the last questioner. I asked Cal specifically about Arcxel, and was the only person who mentioned their name, bringing them to the attention of all who listened to the call. Conspiracy? I don't think so. I also recall seeing the Hucom/Arcxel announcement here, but I believe someone else posted it. As to your contention that you haven't seen anything from Ancor regarding the Hucom deal being larger than originally anticipated, and extending through 1998, here is the press release: newsalert.com In case you don't want to read the whole thing, here is a quote from Cal Nelson: "We also expect that the total orders for this project should exceed the original project value announced last November." Another quote from the press release: "Reflecting Hucom's success in expanding Japan's Fibre Channel market, Nelson said Ancor and Hucom have signed a new contract that builds on the productive partnership between the two companies. The contract, which extends through the end of 1998, calls for significantly increased commitments from Hucom for GigWorks switches and adapters to serve this growing market." Once again, this information was posted on my Unofficial Ancor page, and was discussed here on SI too. Craig