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

To: Steve Scribe who wrote (14614)	2/22/1998 10:17:00 AM
From: Lhn5	Read Replies (1) \| Respond to of 29386

<< I guess they only have another 12 months to wait for bankruptcy/de-listing while the $11 million cash infusion keeps "Ancorpse" barely "alive and kicking" for another year <g>.>> It is certainly true that $11 million is not exactly 'finance-lite'--seems loaded with butter, chocolate, and substance. And ANCR mentioning their awarenss and pursuit of the NT business bodes well beyod the MK2. I was too slow, but too bad when It was said in the conference call that new product announcements are reserved for shows like Interop no one asked about the next one--around May 2nd, I believe? Are we in for some pleasant surprise regarding a new product? This board has had total focus on MK2 but sounds like there is more to look forward to down the line. And the $11 million can take us there. Would a low feature 8 port fiber channel switch be intended to place Fibre Channel at the desktop? Is there any reason to have it there?

To: Steve Scribe who wrote (14614)	2/22/1998 7:35:00 PM
From: Bradley W. Price	Read Replies (1) \| Respond to of 29386

Steve - I prefer to view it as a wholesale retreat by Brocade. Btw, has anybody considered the revenue possiblities for Ancor? These companies were using Brocade and Ancor in competition to drive down prices. No competition = higher prices. :) bp

To: Steve Scribe who wrote (14614)	2/22/1998 11:28:00 PM
From: Pigboy	Respond to of 29386

Steve, Those are some interesting thoughts, but I would not assume them to be right. It might be safest to not assume anything with Ancor here, bc of the crazy past. :-/ A lot of people have talked about how great Brencade has been thus far at promoting. As my sister has pointed out, one of their main investors is Mohr, Davidow Ventures. These guys are huge as far as marketing and networking is concerned. My sister is taking a class right now and Davidow is the one who wrote the text book high-tech marketing ...and he is very big in the community. He is simply one of the top high-tech marketeers out there. It is one of the many reasons Brocade has looked so good thus far. I'm looking forward to seeing more of the Carla/Frane show. I hope they start making us proud. all imho pigboy