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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (63455)	6/29/1999 2:40:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

bp, That could very well happen. I was counting on it when Ancor was at $5. <g>

To: MulhollandDrive who wrote (63455)	6/30/1999 5:42:00 AM
From: GuinnessGuy	Respond to of 132070

bp, ANCR is pretty much holding its own against BRCD according to the SI 20 and 30 trading day chart: techstocks.com Considering the COMS spokeman's comment when they scuddled their SANs plans and, more recently, the IBM spokesman's outlook, I'm not surprised that these stocks are trading the way they are. In case anyone missed it the IBM guy was quoted as saying that SANs are going to be "one of the most important IT advancements since the emergence of Network Computing." Likewise, the guy from COMS was quoted as saying that some companies in this category were "going to make a killing". By all rights, that should be the companies with most sophisticated products. And SAN switches are just that. For that reason, I wonder if an EMLX(an adapter card and hub maker) short against a combined ANCR and BRCD long position might not be in order as a paired trade. I remember that ANCR got out of the adapter biz because they felt that margins would be too small(i.e. - too much competition due to the potential of adapters to become a commodity ). And I don't think that they ever produced hubs for the same reason. Craig