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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Heddon who wrote (19106)11/3/1998 8:06:00 AM
From: Tom Duxbury  Read Replies (2) of 29386
 
If 3com, Cisco, Bay, etc could just wave the magic wand and
throw money at all their development needs, they would.

TIME is the critical factor.

That is why Cisco pays 220 million for Granite.

When Ken H made a comment that the stock was undervalued on the
conference call, what did you make of it. He has been Mr conservative
for the past year and then all of a sudden he makes a statement that
is way out on a limb. Do you think he had something to back up his
statement. Maybe some hard facts on what the technology is worth.
Think about it.

Tom
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