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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (1297)6/20/1999 10:19:00 AM
From: trendmastr  Read Replies (1) | Respond to of 4808
 
Douglas:

So does my Uncle Lefty, who was previously the black sheep of the family. I didn't have a specific co. in mind. It seemed with the all the attention that the storage category is receiving it might be time to take another look and maybe expand to include some other storage and related players. I'm heading out of town again tonight, I'll think about some additions while sitting on some runway for three hours. This spring/ summer has been terrible for delays.

tm



To: Douglas Nordgren who wrote (1297)6/29/1999 2:53:00 PM
From: WM. S. TREADWAY  Respond to of 4808
 
Another stock for you all to look at. Don't see it on the list.
Sequent Computer (SQNT). Up big today on WSJ article that company is
in talks with IBM. SQNT represents 72% of Brocades Sales, per the
prospectus. Also has been a major customer of Emulex in the past.
Stock is attractive (IMHO) even at this level - Book value was $12.72
at end of 1998 fiscal year, per Standard & Poors.
Don't know what percentage FC represents in Sequents revenues.

W.S.T.


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