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

To: Pigboy who wrote (22963)	6/23/1999 9:25:00 AM
From: Lhn5	Respond to of 29386

Emulex CEO on CNBC: Are transitioning CO to be a 'Fibre Channel' Co. 70% of revs now FC. The hurdle of FC acceptance has been crossed. All server cos in the world are integrating FC. Emulex growth dependent on overall market growth--forecast 10 fold growth over the next several years.

To: Pigboy who wrote (22963)	6/23/1999 9:26:00 AM
From: Eleleth	Read Replies (1) \| Respond to of 29386

Paul Folino Emulex CEO talking on "Hot Stocks" segment of Squawk Box right now talking re 10 fold growth projection in Fibre Channel.

To: Pigboy who wrote (22963)	6/23/1999 9:31:00 AM
From: Tom Duxbury	Respond to of 29386

I would advise everyone on this board to not blindly believe everything that you read from both Roy and AR (AR especially). Roy has proven to be very credible in the past, but I believe he is wrong regarding EMC and I also believe AR is completely wrong about HP. Both EMC and HP are presently doing business with McData and this may not change, but I believe it will based on McData's cost structure and other factors that I do not want to get into.

To: Pigboy who wrote (22963)	6/23/1999 10:52:00 AM
From: Roy Sardina	Read Replies (1) \| Respond to of 29386

Actually I think the whole SAN space is interesting, and can't believe that 3COM stepped away. There are from what I understand three new players going after a switch product in this space. Some are hybrid (GigE + FC)so I think the space is getting interesting. Couple that with the strength that NGIO seems to be showing and the High-Speed I/O space will bring the major players in eventually. I think CSCO, INTEL and others will win here BIG. I like ANCR, I always liked ANCR. I loved them at 1-1/8 and said so, if it hadn't been for their investors abilities to issue shares at nausium last October (read dilution) I would have taken a major stake (read SEC filings) I've said it before, there has never been a market with a single winner and FC would be no exception. Roy