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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (70933)	11/23/1999 3:47:00 PM
From: Amir Shalit	Read Replies (1) of 132070

Mike, I wouldn't recommend to long Ancor. BRCD price is insane but they are the only game in town when it comes to Fibre Channel switches. Silly me, I could have joined that company prior to the IPO but I never expected them to go above 50. A nice pair trade would be long CRDS short BRCD. CRDS (Cross Roads) are selling FC to SCSI convertors that they call "routers" in order to hype their networking connection. I used to work in the storage industry for 12 years and I can tell you that both BRCD and CRDS are in storage, not networking! The thing is that BRCD and CRDS are partners and CRDS will sell at least as much equipment as BRCD since all the existing storage devices are SCSI and you have to have a way to connect them to Fibre Channel. CRDS doesn't have any real competition. The only problem is that CRDS is a recent IPO so you may not be able to short it. Amir

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