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

To: THOMAS GOODRICH who wrote (16836)	6/26/1998 11:29:00 PM
From: janski	Read Replies (1) \| Respond to of 29386

"The bottom line is there's nothing wrong with Ancor or the switches. All of the other vendors products are probably fine as well. Anyone have any hard evidence to challenge this statement?" Yes: - long list of sites displaying SilkWorms and none showing MKs - Ancor's stock price If, as you say, the decisions are light years away we might all as well pack up and go because by then there will be 100M shares of Ancor stock outstanding and most of us will never even get out money back. Even if Ancor eventually makes it. And I don't think it's all light years away. The upcoming Gignet seems more like a FC show: tticom.com No Brocade on exibitor list. There is Jaycor(featuring Brocade) and Vixel claiming to have shipped 50 000 Hubs so far.

To: THOMAS GOODRICH who wrote (16836)	6/26/1998 11:43:00 PM
From: Bradley W. Price	Respond to of 29386

Guys, been a while since I posted. Just so everyone knows, I divested most everything after Sun announcement. I am holding 500 shares now. My guess (and it is totally a guess) is that Brocade won SUN by giving away margin. Both products meet the minimum spec - we got a price competition. I doubt ANCR even contemplated that Brocade would compete on price based on the comments we heard after the SUN loss. Unfortunately, Brocade as a private company seems to be better capitalized, and can well afford to drive ANCR out of business knowng that that they will make their profit after the competetion is gone aka Microsoft. I know ar has little credibility, but logic dictates Brocade is in the stronger position now. I really, really like this little company, and sure hope Ken and Cal have something up their sleeve, but I am not really optimistic at this point. Regards to all my good friends, bp Regards, bp

To: THOMAS GOODRICH who wrote (16836)	6/27/1998 7:23:00 AM
From: w2j2	Read Replies (1) \| Respond to of 29386

I see the stock of Emulex, another FC vendor, is also "in the crapper". Obviously the slow adoption of FC is hurting other public companies. I still believe that someday Fibre channel companies will be valued at a premium. wj

To: THOMAS GOODRICH who wrote (16836)	6/27/1998 10:39:00 AM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Tom, how do you know that there is nothing wrong with the MKII, in terms of the market's view of this product, any more than anyone knows that there is something wrong with that switch? Thus far, the marketplace for the MKII has not yet confirmed that there is anything "right" about the switch, and the announcements thus far posted on this thread seem to indicate that there is more right with the Brocade product/approach to sales, than with the Ancor product/approach to sales. Thus, the "hearsay" that you reference appears to be more in favor of Ancor, than against it, while the facts in play thus far suggest that the Ancor product/approach is inferior to that of others in the storage area. While I remain long, and have been for well over two years, the promise that Ancor once held is fading fast in my eyes, if only because one year from now we won't be talking just about Ancor, Brocade and Vixel, but other, deeper, better financed companies as well -- if fibre channel fulfills its promise. Pat

To: THOMAS GOODRICH who wrote (16836)	6/27/1998 6:28:00 PM
From: Craig Stevenson	Read Replies (4) \| Respond to of 29386

Tom, I'm not trying to pick a fight here, but IF "ar" and his rumors turn out to be correct, I can't believe that you would still think everything is fine. I do NOT believe that these OEMs are light years away from commitments. I think we are right in the middle of OEM decisions, which many of us thought would actually occur in Q1 and Q2 of 1998. Whether you believe him or not, here are AR's up to the minute Brocade OEM prognostications: SQNT, HWP, SUN, IBM, STK, EMC, CPQ, DELL, DEC, DG If AR is correct, Ancor is batting 0 for 10 on the OEM front. Under those circumstances, nothing is wrong? I don't buy it. I will concede that there is no factual evidence to support many of his claims at this time. However, on issues of OEM gains and/or losses, how many times has AR been wrong? The "hard evidence" to challenge your contention that there is nothing wrong with Ancor or the switches can be gleaned from any of the recent financial statements, OEM press releases, or from a check of the stock price recently. I think the fact is that there is SOMETHING wrong somewhere. I don't know whether it is related to technical, sales, or market factors, but there is something wrong SOMEWHERE. Many of these problems may have already been addressed, but only time will tell... On a positive note, I do think that Ancor will benefit greatly from the rapid expansion of Fibre Channel in the second half of 1998, and on into 1999. Success despite themselves, in a way. <g> Craig