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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: ShamukE who wrote (25694)	1/20/2000 12:42:00 PM
From: J Fieb	Read Replies (3) of 29386

Shamuke- I'm an optimist. Today it looks as though 34 would have been a good entry point. A year ago most would have thought that the big part of the market that no one claims would have been decided already. Perhaps they were waiting for a good director, or something. How much longer can it be? I never trade out of ANCR in case the BIG news is out tomorrow. I am really looking forward to Douglas N. posts from the front lines of Infiniband.............. Have been watching the news anouncements from the Fibre Alliance about the EMC qualification. It makes it clear that EMC wants interop capablilty now. Enough reports about BRCD foot dragging on this issue makes one think that they just didn't see any need to join the FA. It fits the theme. Delay interop as long as possible. So they got invited but said no thanks. Their answer, "We are a little CSCO and don't want interop. Everyone else came, but not BRCD. What goes around comes around. I hope that their thumbing their noses on this issue to some of the really BIG dogs comes back in spades. In the form of a major shift in the SAN. Don't think it is a good idea to snub the BIG dogs. Especially if they buy one of your customers. Keep buy'n the good stuff. Anyone good with market caps who could do a side by side valuation of ANCR/BRCD?

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