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

To: BlueCrab who wrote (23225)	7/7/1999 10:25:00 PM
From: Technocrat	Read Replies (1) \| Respond to of 29386

You missed the point. The issue was on-line storage and its future growth requirements due to e-commerce. I was just relaying something which I happened to know about affirming what another poster has speculated. Discussing different companies such as EMC, Ancor, Brocade, Seagate, etc., in the same breath does not necessarily detract from the SI discussion of a specific stock. In fact, I think comparisons can add to our overall knowledge and comfort. For example, I brought up the speculation that QLogic might be the best pure FC play in town when Ancor was roughly $1/share. I added that QLogic and Emulux might be precursor stocks bound to go up a good six months before a switch maker like Ancor. In reality, I was trying to cheer myself but got a dozen private messages agreeing with the analysis which caused me to buy more Ancor instead of selling. Be happy :-)