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

To: trendmastr who wrote (17132)	7/9/1998 11:51:00 PM
From: Lhn5	Respond to of 29386

If there is any credibility at all to the 13th of July 'crucialness', then tomorrow could be an interesting day to watch. However, if there is a right move to make, I have no idea what it is.

To: trendmastr who wrote (17132)	7/10/1998 12:33:00 AM
From: iceburg	Read Replies (4) \| Respond to of 29386

Does it seem ironic to anybody else that the only real bears on the threads before the Sequent cancellation in Jan '97 ($14) (Adam Rapport) and later when ANCR when was flying relatively high again in September '97 ($11) (wilhu), when conversely the only real bull around now ($3) is another Adam like character talking about 20M contracts and buyout offers on the table? I sense that company is worth less than then and more than now, 'nough said. On the topic of Ancor missing the boat on some stupid feature, that is a joke. I'll explain: DOS and UNIX were light years behind Apple's O.S. as far as user friendlieness. UNIX is very powerful and thrived (20 years later threatened by N.T.). MAC had a cult following but was squashed by MSFT anyways. Not because MSFT ever had a better O.S., but because of standardization, and more importantly politics and volume. Do you think the customers of DOS said, "gee, I'd like an operating system where I had to know where ever file is and I would like to limit file names to 8 characters, oh yeah and I would like to have the executable size of my programs limited to 600K so long as I live"? My point is sales are more important than features. Brocade's strategy of providing a non-standard feature, and then more importantly being exceptional at selling it is what causes Ancor to be in "catch-up" mode, not Ancor's lack of listening to the customer. It is Ancor's and Brocade's job to tell the customers what will work best for them, not the customer telling Ancor what switch features they need in most cases. It appears on the surface that Ancor missed some needs technically but in reality it still boils down to Brocade doing a better sales job. This I expect to be remedied as Ancor realizes the need to be more aggressive in this arena. I no longer dream of the $50-$100 stock I once did, but at $3/share I still see a good near and long term gamble here. The street has this stock labeled. It is a loser, it is hyped, it has disappointed multiple times, etc. It indeed is still a loser(for now), but you can change the "is hyped" to "was hyped". Bottom line is that FC is being realized as the successor to SCSI. FC disks probably won't outsell SCSI disks for 5-6 years, but the change is clearly occurring. We are only in the second inning in a lenghty game. Our pitching stunk early, and it has cost us dearly. Ancor's hitting is great but with runners on base they are batting around a buck. FC will not peak for 10 years. That is why the mighty Brocade has not gone public, and why investors should feel comfortable holding, and perhaps (dare I say) even accumulating ANCR at these levels. Steve

To: trendmastr who wrote (17132)	7/10/1998 9:12:00 AM
From: Kaizer	Respond to of 29386

Hi trendmaster, I've been in and out of Ancor three times in the last two years, once with a small loss ,once with a small gain and most recently back in near what I think is the bottom.I run a small private partnership and speak to IR people all the time.In my message to Mr. Snyder I did mention that I would press the issue with the Board if necessary.I just believe management has an obligation and I would like to see them fulfill it. Regards, Kaizer