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

To: Roy Sardina who wrote (17731)	8/16/1998 12:16:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Roy, <<Eventually the benefits of class 1 will come back as class 4 (QOS) with class 3 and class 1 functionality in the same connection.>> What is the status of the Class 4 specification? I haven't been keeping up on this angle, and I was wondering how close to reality products that support Class 4 really are. Craig

To: Roy Sardina who wrote (17731)	8/16/1998 9:02:00 PM
From: Fang Li	Respond to of 29386

Roy, your stuff is technically too deep for me to comprehend. you seems the only one on this board, at this point of time, still believe Ancor has been doing the right thing. In your opinion, can Ancor live long enough to see the day that FC becomes the mainstream for SAN or LAN? At what stage that a FC network will need class 4 switches and how long does it take to get to that stage? Fang Li

To: Roy Sardina who wrote (17731)	8/17/1998 12:14:00 AM
From: Eleder2020	Read Replies (3) \| Respond to of 29386

>>>Actually you invested in the ONLY publicly traded FC Switch company there was (or is presently) available.<<< I think that the idea for the speculators/investors among us who have followed the story closely was that ANCR was the only pure FC play.You could position yourself for FC with other companies but the idea of Ancor was to buy shares in an FC switch company where the margins would be the highest and the technology would be toughest to duplicate.I always thought that the thinking was sound for those who like to SPECULATE!!! It was certainly my thinking a few years back and it turned out to be too early to the party. Ancor could not dictate the market and in fact the opposite has turned out to be true for Ancor and Brocade. I think what Roy is pointing out is that in his view, the game is still in the early innings. The market has taken a long time to develop. The interop issues, connecting devices between businesses,organizational issues for FC management(they have a whole school in Half Moon Bay for this) have slowed down the process. I just don't see how blaming management for slower then expected adoption of FC in the Sans is the criteria for evaluating Ken and Co. If you want to harp on about not getting paid from Hucom was their fault do it, but it is still not big picture material.Ask a bigger company like Computer Associates about getting paid from Japanes distributors!!? As Ancor has said they are concentrating on SANS and will continue to cherry pick any LANS business that is out there.I like they are taking the long view of this battle. I guess I'm saying I have not stoppped supporting management through this difficult time. I think it would be nuts to try to change management now.Has the new CEO at Brocade actually been able to speed up the FC market. Has Ken H. been able to do this? Well not yet anyway. It seems to me that in fact Brocade seemed to have allot more steam with Brenda , Bruce and Roy around. Ice-When you did your calculations was 20 million the worst scenario you came up with. I was hoping for 16 to 18 million shares outstanding. I think the market cap will eventually be phenomenol for FC. My concern when we started with the series shares has always been that dilution could get ugly and will hurt us long term investor/speculators. Ed