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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (2602)11/14/2001 10:58:07 AM
From: Logain Ablar  Read Replies (1) of 2850
 
John:

Well I do like the storage sector. I discovered QLGC when they were kind enough to acquire ANCR. That started me researching EMLX, BRCD, JNIC and the rest.

Since I feel we retest the September lows I’ve been on the sidelines for the past two weeks or so. I haven’t picked a reentry point on the stocks and will more so wait for a panic day in the markets.

Just some random thoughts.

Both QLGC and MCDT appear to be taking market share from BRCD in the switch space.

QLGC is #2 behind EMLX in HBA fabric switches and this space is growing next year.

My only worry with EMLX (@ the moment since @ some point fiber channel can become outdated and all of these companies would be toast) is @ some point they may acquire a switch company like MCDT, ZOOX, or Vixel.

My gripe with QLGC is they report “pro forma” revenues for the ANCR/SUNW warrant deal.

MCDT has had two recent wins with CPQ and CSCO which indicates BRCD is losing market share. This is why MCDT is now on my radar screen. I have not invested in it in the past but will allocate some here on the next pullback.

For a risk play I threw some $$ @ ZOOX between 95 cents and $1.05. Another storage switch company competing against BRCD, MCDT and the rest.
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