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

To: THOMAS GOODRICH who wrote (16494)	6/8/1998 6:36:00 PM
From: David Andersen	Read Replies (1) \| Respond to of 29386

Regarding today's McData announcements - I may simply be myopic but I didn't see anything all that devastating to Ancor. They have announced a switch, but that was not news and according to KJ Moy the switch they have announced is not that great. More importantly for immediate prospects they did not announce that they will be selling their switch to IBM. Contrast that to the fact that in their releases they prominently featured the fact that their directors have been sold to IBM for some time. On the positive side, McData's commitment to the technology is further proof that fibre channel is gaining acceptance. I bought this stock over two years ago and decided that I would stay in so long as I believed that fibre channel was gaining recognition and acceptance and would dump it at the first indication that fibre channel would be an also ran technology. I'm still here..

To: THOMAS GOODRICH who wrote (16494)	6/8/1998 11:50:00 PM
From: janski	Read Replies (1) \| Respond to of 29386

"As a public company Ancor is constrained from bragging about their stellar technology and instead must release to the public only material facts. Brocade and McData as private companies are not bound by such restrictions and may release whatever they wish at any frequency to the media" Could we please quit making excuses for them? They haven't delivered and they haven't 'bragged' about anything because they have nothing to brag about. And yes, they can brag. You may recall the laughable press release from last fall about being 'first'. It is 9 months today since they have released their last product and they haven't sold a single unit yet. I quess they are still trying to make it work and that's why we haven't seen anything new(you may recall from Oct conf call the 32 port version to come out by the end of Q1). So Cal is going to straighten out the author of IW article. Great. I don't think that was the question being asked of him. How about getting a new, perhaps sellable product out instead? And I disagree with you. If they don't win IBM they will not amount to anything.

To: THOMAS GOODRICH who wrote (16494)	6/11/1998 12:38:00 AM
From: Grainne	Read Replies (1) \| Respond to of 29386

Tom, I'm still on the bus, but as thoughtful as your post was, I am beginning to think it is the bus to hell. I hope I am wrong, but it seems like the ANCR thread is often like the CAI Wireless thread in that there are constant posts about the potential of the wonderful technology, but the company I invested in is rarely mentioned in any of the posts. I know the Fibre Channel Adapter market is huge!! I would just like to see ANCR participating in it. Thanks anyway!!

To: THOMAS GOODRICH who wrote (16494)	6/13/1998 10:11:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

"Should IBM select another vendor, this is by no means a death knell for Ancor as the potential worldwide Fibre Channel Adapter market is huge! As a public company Ancor is constrained from bragging about their stellar technology and instead must release to the public only material facts" Tom, I have a different angle on the IBM issue. At this point in time Ancor essentially sells switches. We have heard about the need to specialize due to a high tech marketing focus and limited resources. They are at a significant competitive disadvantage compared with companies that offer end - to - end FC solutions. If IBM endorses, the McData solution - and by default the Brocade ASIC this is a potentially huge problem for Ancor. Stellar technology has been stopped in its tracks by an IBM endorsement in the past. The two most obvious examples that I see referenced in computer literature are the initial PC chip solution and OS. As I see it, Ancor longs like myself are betting that the multistage approach to switching will prevail, and that Ancor has some undisclosed technology up their sleeve. It is not the strongest hand in the game at this point. George D.