Dorsey Wright & Associates. Point and Figure Message Board

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Non-Tech : Dorsey Wright & Associates. Point and Figure

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To: Al Serrao who wrote (8384)	6/13/2000 5:04:00 PM
From: Logain Ablar	Read Replies (1) of 9427

Al: Nice valuation on BRCD <g>. I'd keep the stops in place on this one. Todays CSCO news is a + and puts more pressure on ANCR. We'll have to see if the SUNW announcement tomorrow helps QLGC/ANCR which if you eliminate all the FUD had the potential to put competitive pressure on BRCD. However while I'm long QLGC/ANCR BRCD is the king of the FC switches. I have read ANCR is selling their director switches which might have been putting the pressure on BRCD before todays CSCO news (just guessing from TA action). Not everyone realizes the SAN sector is going gangbusters and warrants an over weighting of ones portfolio (assuming of course you take into consideration the market risk). JMO but its the #2 sector behind optics (and its hard to find reasonably priced optic co's.) and is ahead of semi's & software (too many blowups in software lately). Best regards, Tim

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