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

To: Bradley W. Price who wrote (12742)	11/30/1997 5:36:00 PM
From: Douglas Nordgren	Respond to of 29386

Argh! Watching the KC drubbing of the favored Niners 44-9 is emotionally analogous to witnessing Brocade's proclaimed end run around Ancor. The only consolation is now the coaching staff needs to address reality on the field of play and must plan to field a playoff calibre team. Like the Niners, Ancor hasn't had any real competition, until recently. As a freelance corporate writer in a former life, the rolodex was my life line to quotable resources. Brenda seems to be on everyone's rolodex and Ancor (Carla) is on practically no one's? The fact that Brocade is privately owned and can thus "pump" themselves with virtual impunity is no excuse for the fact that nobody hardly ever quotes Ancor (Carla) whenever some writers need filler on their Fibre Channel related articles. This is free publicity that Ancor (Carla) seems to arrogantly disdain, is ignorantly overlooking, or is myopically blind to. Of course, a strong presence in Silicon Valley certainly helps Brocade "do lunch," and I have picked up more than one piece over "free" lunches in the past. Minneapolis, as cosmopolitan as it may be, is too far to go for lunch, and is not a local call. Somehow, it seems that Ancor has chosen to do battle in the marketplace and not in the press. Big mistake, the press has as much to do with the marketplace as technological advantage does. A press kit to the Minnetonka News (whatever, no disrespect) is hardly worth the effort. Pride goeth before the fall? I hope that is not the case with Ancor, as the FC playoffs begin in earnest in 1998. When Brocade's IPO next year generates Fibre Channel press and attention, can Ancor also benefit if few (we shareholders) know of them? How about it Carla, where are the "hearts and minds" that you can't win the investor war without? Make no mistake, this is war now. All that is needed is to send a couple of dozen introductory emails to source-hungry writers and make regular follow up phone calls; and all that needs to be said is "Call me when you need the scoop on Fibre Channel, I can give it to you or get it for you." Too easy? Writers love articles that write themselves, like "dogs love trucks!" A loyal, but frustrated, shareholder. Douglas

To: Bradley W. Price who wrote (12742)	12/1/1997 1:55:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

I wonder how much money Brocade has raised since its inception and the current total number of outstanding shares after this latest round of financing? If Brocade were a public company already, would the kneejerk reactionary retail investors be so vocal about shareholder dilution? At some point in the next 3-6 months assuming a successful Brocade IPO, it is conceivable that the Ancor's Market Valuation as a pure FC play will catch up to the sector valuations with revenues discounted forward by 12-24 months. For example, Netspeak ( NSPK ) was one of the sorriest, dead money IPO's for most of the summer until one of their competitors, Vocal Tec ( VOCTLF )signed a multimillion dollar deal with one of the telecoms and Vocal Tec's stock price more than doubled. Within 1 week, Netspeak started to move and has tripled in value since the Vocal Tec deal. NSPK now has a $200 million+ market cap in a much more speculative market ( Internet telephony is subject to future tariff uncertainty )and has no immediate prospects for profitability. The last time I checked, NSPK did around a million dollars in quarterly revenues. I remember owning NSPK at $8 and bailing out on boredom and frustration..then I kept waiting for a pullback from $14 whcih never came and it has rarely dropped below 20 in the past 2 months. Needless to say NSPK was the fish that got away.