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

To: Joe13579 who wrote (12802)	12/2/1997 10:59:00 AM
From: iceburg	Read Replies (2) \| Respond to of 29386

Rob, Why is everyone conceding that Ancor has failed to market their new switch properly. To date, Brocade has announced 2, count em 2 OEMs. Ancor has announced one and to date has not lost a single OEM to Brocade where the new switch was available for evaluation by the OEM in time. I do not understand the panic, the panic is being driven by the share price, not Ancor's failure to market their switch. If we were Brocade share holders would we be complaining that we have not had a profitable quarter, we just took a 20% dilution, and we only have announced 2 OEMs? Steve

To: Joe13579 who wrote (12802)	12/2/1997 11:18:00 AM
From: JB	Read Replies (3) \| Respond to of 29386

For all the technical types, the double bottom has been hit today and the stock should move higher from here. The news on the street is that a small brokerage house was closed by the SEC and there was a small position of ancr stock in their inventory which has been sold off. This was a small position, but it did have an effect. If you support this company, you should e-mail them and express your support and ask them to show you some support by putting out some news. Ancor Communications, Inc 6130 Blue Circle Drive Minnetonka, MN 55343 Phone: 612-932-4000 FAX: 612-932-4037 Email: info@ancor.com

To: Joe13579 who wrote (12802)	12/2/1997 7:59:00 PM
From: Kerry Lee	Respond to of 29386

<<Budweiser beer is a horrible beer, the only reason anyone buys it is because they're brainwashed by the incessant commercials they're exposed to and the abundance of availability at just about every liquor store and bar. You can bet that Brocade's latest deal will have a huge impact on marketing and advertising. If Ancor thinks they're going to become popular by having some sax player perform at their displays, they're crazy, but I'm sure the brainiacs at Ancor got a kick out of it.>> Ancor's new long term strategy/focus under Ken Hendrickson is the Storage OEM market. This means the primary target market is Engineers/Product Mgrs/Purchasing depts as well as key Storage Executives who will participate in decisions via face-tp-face meetings. Are you saying that a consumer packaged goods marketing/advertising approach , ie talking frogs and a $100 million media budget, will be the KEY to success in the FC Storage OEM market??? I beg to differ with your so-called "analysis". IMHO, with OEM's it's the Product, the functionality, the performance and the Price that will be the key factors in the decisions. Don't forget that the switch is merely part of the total system configuration and may have someone else's brand name ( eg Sun ) on the switch. The end user doesn't care which vendor supplied the switch which is probably a small component to the total cost of the system. If Sun is competing head to head for a customer against IBM, HP or SQNT, the cost of the switch translates to gross margin points and pricing flexibility whcih could make or break which server company gets the business. <<Ancor management needs to fight fire with fire and saturate the marketplace with their advertisements like Brocade is doing (an idiotic press release is worthless). I don't think that experts from Cray can tell you that - what they need is a Lee Iacoca and not an Albert Einstein. Ergo, Brocade will most likely "lock up" all the FC switch OEM business and "dominate" the category.>> I have not seen any Brocade advertising to-date. Please enlighten. You have yet to provide a serious case for Brocade "dominating" the FC switch market. Try again.