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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)

BRCD 12.73

0.0%

Nov 20 4:00 PM EST

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To: FC_Fan who wrote (284)	10/29/1999 9:18:00 PM
From: Fred Williams	Read Replies (1) of 1583

FC FAN, Your post makes too much sense. I don't think emotionally charged ANCR longs can appreciate it. It's a good thing you didn't post over on their thread. I got booted out two years ago. Even then('97) it was painfully obvious that technological superiority resides here in California, not Minnesota. This "gut feeling" of mine has only been made manifest by the warm welcome Brocade has received on Wall Street. The Keylabs test gets questioned because Brocade helped finance it? This just shows their commitment to furthering education about this technology. For years they have pioneered fibre channel technology. Why would anyone expect that to change. Why doesn't Ancor "pay" for tests that would show their product's superiority? I only wonder why ANCR investors aren't cheering Brocade. After all, if it weren't for their going public, ANCR would still be languishing at around $8-$12. Oh well, so much for appreciation. I still think there is more than enough business to go around. It still is fun to see Brocade backers come through with logical dialogue only to be responded to with unwarranted jabs and cynicism. But let's examine ourselves honestly. Assuming we had the opportunity, who of us would prefer working for Ancor over Brocade? I know that probably isn't the criteria to use to make investment decisions, but it would be interesting to get everyone's honest answer. Anyway, I think I'll retire back in the basement again and watch this from the sideline. Fred

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