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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: George Dawson who wrote (1625)	11/17/1999 10:28:00 AM
From: The Ox	Read Replies (2) of 4808

Question to all readers: We've seen meteoric rises in many of our favorite FC companies, EMLX, ANCR, QLGC, BRCD, etc... 1000% plus gains in a very short period of time. I was recently trying to justify the market caps of these companies and had a bit of a tough time doing so. Predictions of a 15 billion dollar FC market within a few years still doesn't seem to totally justify the combined market caps of all the companies in the sector. My question is, going forward from today's pricing level, which companies are the most 'undervalued' in the sector relative to their peers? For those newcomers to the FC industry, who should we recommend as their initial investment? Note: My first reaction is to say LSI and ANCR but with both stock's recent run ups, I'm wondering if maybe I'm overlooking some obvious alternatives (MTIC, QLGC or some of the recent IPOs)? All opinions welcome. Michael

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