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Technology Stocks : Emulex, What Prospects?

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To: The Ox who wrote (111)2/2/1998 11:42:00 PM
From: iceburg  Read Replies (1) of 788
 
Michael,

Thanks for the perspective. Most of us considering EMLX stock pretty much ignore the printer revenue because we are fixated on FC and its potential. I honestly believe the FC potential more than justifies EMLX's current share price. Any money they can make on other buisness is gravy to me. There will be a FC public hype wave later this year. IMO it won't matter which stock you are in.

Because of margins and lack of competition, I believe ANCR will benefit the most from the action but I do also hold a position in EMLX and will consider positions in other FC players as they become available.

Steve
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