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

To: craig crawford who wrote (11595)	10/21/1997 6:17:00 AM
From: Pigboy	Respond to of 29386

Are you editing? I mise well, since I am still up. :-) << I contend that ANCR is still suffering from the after-effects of previous management. The stock price reflects it. >> I doubt you will get much arguments here. We actually agree on something. :-) Well, I do think the press and statements in articles from people like Carla are like night and day from the old management. Im really looking forward to hearing the new management tell their story. << Would you rather I pretend that I know gobbs about ANCR and then make the same statements? (I'm sure I could fake it) I think I am being more fair by telling people up front that I don't do loads of research on ANCR. That way people can choose to place whatever weighting (if any) they want regarding my comments. >> No, I don't mind that you keep telling us that you hardly know anything about Ancor. I also know too well, that sometimes the more you know might not help you in the stock market. << Now if some of the other people on this thread would just come out and admit that they're only going to give you the good and not the bad. >> Don't we all want to follow that thread??? I don't think there is a company called ALTRUIST...well, not yet in George Gilder's world although he thinks its coming. :-) << ANCR has been around the longest so it should be the leader, but it isn't. >> Really? I thought that was a good argument. :-) It doesn't hurt to have the largest installed base, the best and cheapest switch, and arguably the best management now...a tough one, yes. ALL IMHO pigboy burning the midnight oil

To: craig crawford who wrote (11595)	10/21/1997 8:54:00 AM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Craig C., <<The problem is they seem to think that it's all in the past and everything is rosy again. I contend that ANCR is still suffering from the after-effects of previous management. The stock price reflects it.>> Who here DOESN'T think that we are still suffering from the after-effects of the previous management? The stock price reflects it. The fact that we were late to the market with Class 2/3 reflects it. The apparent massive Reg D conversion reflects it. The difficulty in getting an OEM deal like Sun reflects it. What some of us are saying is that things have IMPROVED. Big difference! Craig

To: craig crawford who wrote (11595)	10/24/1997 10:17:00 AM
From: Steve Scribe	Read Replies (2) \| Respond to of 29386

In my opinion Ancor only has one real competitor and that is Brocade. McData is merely a more expensive Brocade switch. HP is no longer in the picture and that leaves Arcxel. I know someone who was at Interop and got the scoop on Arcxel. He told me that Arcxel only has 17 employees. While Ancor does 4 ASIC's per port and Brocade does 1 ASIC per port, Arcxel doesn't even have ASIC's in their switch. It is all done with firmware (a very expensive, inefficient, a primitive way to do things). Also you cannot interchange copper with optics on their switch. Thus they have to have 1 production version for optics and another production version for copper. This makes production more complicated and expensive. The speculation is that Arcxel brought out this primitive FC switch in order to gain funding for the next version of their switch that might be competitive in the future or else they hope to get bought out by someone who wants to get into the FC switch biz and doesn't want to start from scratch. I really like the way the competitive situation is shaping up for Ancor on the eve of the explosion in the FC switching market. Regards, Steve