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

To: Alan Bershtein who wrote (19801)	12/15/1998 11:12:00 PM
From: Lhn5	Respond to of 29386

The occasional allusion to a bigger deal still to be announced before Christmas has not been lost on me. I was happy to see such a small gap up this am as an opportunity for the confident. Inrange = survival SGI/Prisa = success next one??? = supremacy???

To: Alan Bershtein who wrote (19801)	12/16/1998 3:06:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

I post when there are actual Ancor events worth discussing ( eg Inrange, Reg D impact, Prisa/SGI, FC industry,etc..) or answering specific relevent questions to Ancor prospects going forward. I'm sure that many long-suffering Ancor longs were hopping mad when the employee stock options were re-priced to $1.70-$1.80..Perhaps they would have preferred to see the Ancor employees jump ship, especially the ASIC/engineering staff..how would that Mgmt inaction ( letting worthless stock options expire and seeing an exodus of employees ) have maximized shareholder value? Cut off your nose to spite your face..that makes ALOT of sense. FWIW, when Ken Hendrickson's options were priced at $10, he was much less likely to respond to buy-out..Now that he's got his options under $2.00, he will be more willing to take a serious bid ( eg.$15)to the BOD for a vote. Human nature. Otherwise, it's a waste of time reading/responding to whining and complaining about daily stock price movements and the daily/weekly barrage of trade press/articles which are biased towards Left Coast N. Calfornia companies preparing to go public <g>. FWIW, I would not be surprised to see the majority of the big guys/Tier 1 players probably dual source FC vendors, eg note that both CPQ and SUNW use both Vixel and Gadzoox hubs . OEM landscape is not static..Brocade and Ancor are likely to leapfrog each other technology-wise every 6-9 months..I'm guessing that although Vixel had the early lead as far as being the first to announce OEM's, that the OEM's are finding Gadzoox managed hub approach to be superior to "dumb"(cheaper) hubs..Someone in the hub business feel free to jump in and correct any misperceptions I may have.