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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: Eleder2020 who wrote (25113)	12/10/1999 7:05:00 PM
From: Technocrat	Read Replies (2) of 29386

Thanks Ed and others for your reports on the SSB conference this week. We all appreciate your efforts. OT --but related to ANCR I am curious if anyone commented about the state of the world regarding disk drive manufacturers. WDC, HDD, and MXTR are examples of stocks which look like the world has fallen on them. SEG is looking better, but they have equity in companies like Veritas. As long-term readers may recall, I love the "precursor" theory in the stock market. That is to say, I look for stocks which should rise before others based on engineering principles. For example, I held onto my ANCR shares once I detected the FC plays going down with EMLX and QLGC. These host bus adapter stocks must see revenue increase long before a FC switch stock will rise. Assuming that SAN will become widely adopted in the next two years, which disk drive stocks should move out? Any opinions? Ken H. came from WDC so he must know the territory. Seagate certainly looks attractive. Looks like Ken made a great move financially and we are lucky to have him.

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