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

To: Roy Sardina who wrote (13273)	12/20/1997 12:41:00 PM
From: Roger Arquilla	Read Replies (1) \| Respond to of 29386

Roy, You may be just the person to answer this question. The buy out idea surfaces from time to time. My question relates to the mechanics of a buy out? Can a company only be sold if the board approves a sale, or does it take a majority vote from the shareholders? I ask this because we all seem to fear a buy out, but I'm not sure if it is a rational fear. Can there be a hostile buy out, where it is sold out of necessity? If you can shed any light on this subject it would be greatly appreciated. And...nice to have you join the Ancor family. Here is another aggressive question. Are you a shareholder? Thanking you in advance. Roger

To: Roy Sardina who wrote (13273)	12/20/1997 5:32:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Roy, Thanks for your insights, especially confirming that the problem with moving FC switches is price rather than current technology. George D.

To: Roy Sardina who wrote (13273)	12/20/1997 6:48:00 PM
From: Eleder2020	Respond to of 29386

>>> The market really buys solutions, and ANCR has done a pretty good job of doing that. ON the OEM side, as I told Kerry Lee in a private mail, there are not alot of contracts to be won because these switches are epensive (today) and putting a 12K-20K$ switch in your product (financially) is NOT easy.<<<< Roy, The MK II and the Silkworm seem to be competively priced with what appears to be an MKII edge in latency. How many OEM's do you see out there?Seeing as the MKII is out to compete in storage and compete with the Silkworm how many OEM's do you see the 2 companies competing for. One Sequent type contract doubles or triples the revenues of ANCR on a 4 quarter basis. >>>The new management team has a good systems background, and systems are what you actually end up selling. these are not plug and play kind of boxes, and they need to sold as such.<<< The Amoco switch(es) seemed to be up and configured in I believe 8 hours.Selling the system solution and something that is pretty close to plug and play seems to be what the ANCR was trying to get across. Again this is a LAN situation but Brenda C. seemed to indicate that the silworm was pretty much plug and play on the storage side(Sequent). I took that to mean once the interop problems are worked out. I'd enjoy hearing your overview of how you see the migration of FC solutions going up the food chain as storage systems solutions seem to be the one of the largest areas of growth in techs. Thanks in advance, Ed Are you buying at these deliciously low prices. It does taste good.

To: Roy Sardina who wrote (13273)	12/21/1997 9:09:00 AM
From: Neil S	Read Replies (1) \| Respond to of 29386

Roy, point of clarification: You wrote in part: >>...ON the OEM side, as I told Kerry Lee in a private mail, there are not alot of contracts to be won because these switches are epensive (today) and putting a 12K-20K$ switch in your product (financially) is NOT easy...<< In their Dec 1, 1997 Press Release Brocade said : >>SAN JOSE, Calif.--(BUSINESS WIRE)--Dec. 1, 1997-- ...With Brocade's SilkWorm switch currently in the top 15-20 OEM's evaluation or qualification cycles, the company plans to launch its VAR and integrator channel programs in 1998...<< Are you saying Brocade was being disingenuous in their statement, or are you saying 15-20 OEM's are not a lot of contracts ? Thanks, Neil

To: Roy Sardina who wrote (13273)	12/22/1997 3:54:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 29386

<< Actually I have been very impressed with the MK II. When you consider that they were the first people to demonstrate FL Ports on a switch, and the standardization effort for FL was led by Brocade, it's even more impressive. >> Roy, Thanks for posting here. I am glad that you are impressed with the MKII. I have spoken with several of the hub people (vixel, gadzoox, emulex) and none of them mention G2 as a possible competitor (and they do mention the others). Why is that? Is that because you guys are so new? Is G2 not shooting for the oem business like the other hub makers and just trying to make software partnerships like with Novell and MSFT? I do not understand that market/reasoning... Any opinions would be great to hear. Thanks pigboy

To: Roy Sardina who wrote (13273)	12/23/1997 9:41:00 PM
From: Eleleth	Respond to of 29386

Roy: <<ON the OEM side, as I told Kerry Lee in a private mail, there are not alot of contracts to be won because these switches are epensive (today) and putting a 12K-20K$ switch in your product (financially) is NOT easy.>> and <<The stock looks deliciously low. With a marketcap of $58M it is undervalued.>> If it isn't potential OEMs that make ancr deliciously low for you, what DOES entice you? Where will the big earnings come from in your opinion? Thanks for stopping by on this thread. It has made it truly exciting to follow. E