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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Todd DeMelle who wrote (22647)	6/13/1999 9:42:00 PM
From: George Dawson	Read Replies (3) of 29386

Todd, It always kills me when somebody comes along to "enlighten" us about the OEMs and Ancor's competitiveness. We are on the record in the last 22,647 posts as having been there. Our discussions of the OEM situation and all of the other "negatives" about Ancor are on record. They have apparently only recently been discovered some of the posters on the Yahoo board. If this guy could really care less which direction Ancor stock goes - he wouldn't take the time to post a message. If he is really that high on Brocade - why doesn't he start a Brocade thread on Yahoo or post on the Brocade thread on SI. In fact, why doesn't anybody post on the Brocade thread on SI? Everybody in the world knows how many shares of Ancor stock are held by posters on SI and Yahoo. I haven't heard of a single Brocade long (except for Roy of course). Where are they? Did the long time Ancor detractors buy Brocade when it went public? My guess is they didn't. My money is still down and I know more about spending it than another detractor. Remember the most infamous detractor on SI? It turns out that we have brains and money. It is no accident that he significantly shortened the Ancor OEM list. To refresh everybody's memory it is in this recent post: Message 10091605 I'm counting nine. The standard detractor rhetoric is: "Well they are not as big as Brocade's OEMs?" I seem to recall that one of them used to be a Brocade cutomer. Like recent events, time will tell. I think it is conceivable that HDS and Sun may be 50% of the market. KJ what do you think? It is also clear that nobody knows what Ancor management knows. There are doing a great job and they know how to run the business. George D.

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