Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Roy Sardina who wrote (22962)	6/23/1999 5:57:00 AM
From: Pigboy	Read Replies (4) \| Respond to of 29386

Hey Roy, << Sorry guys, but EMC is supplied by McData (Remember they own them....) and they resell Brocade Switches and their own Fibre Channel Director. Besides IBM resells (read OEM's) the Storage Director that McData makes. >> Why do you say you're sorry for this? I think I found this out a few years ago. ;-) Wondered what your opinions were on the leaders to invest in on this new paradigm, the SAN? Personally, I think EMC, SUNW, BRCD, and ANCR are interesting plays. Although it seems you are absolutely obsessed and fascinated (as many here ;-) by ANCR judging by your time here on SI (since that is the only place you post), I assume you have some thoughts on other interesting companies that you think will do well in the coming years from this new SAN world? Greatly appreciate any thoughts! thanks, all imho, pigboy