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To: drsvelte who wrote (12383)	3/7/2000 3:29:00 PM
From: LiamCK	Read Replies (1) of 14427

Doc, are you still in CRDS? Looking too add for a long term position, thoughts on entry (Thean) appreciated. Saw this on Briefing, and think I want to be in the sector for more than a few trades: 12:14 ET Fibre Channel Market : IDC reports that the worldwide Fibre Channel hub and switch factor market posted a 227% increase in revenues to $236.4 mln for fiscal 1999; firm predicts that revenues will expand at a 85% compound annual growth rate through 2003, rising to $2.7 bln... According to IDC, Brocade (BRCD 340 1/4 +18 3/4) was the market's leading supplier in 1999 with 39% of revenues

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