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

To: Knighty Tin who wrote (64426)	7/12/1999 1:08:00 PM
From: GuinnessGuy	Respond to of 132070

Mike, RE:New ipos in the fibre channel is a GREAT reason to do the paired trade. The hot money in Brocade will chase the new issues where there will be a pop after the deal. Ancor should not be as impacted, so, on a relative basis, that is golden." Hmmm. I guess we'll have to disagree on this one. My theory is that there is a large untapped amount of ignorant money that has yet to learn of this sector. I think the ZOOX IPO will just bring in more of it to the benefit of ANCR, BRCD and ZOOX. A sort of avalanche effect. The technical rags are really starting to write about this area and more IPO's just generates more coverage. If the holders of the internet companies ever figure out that that they are holding fundamental, perennial money losers and that the real winners in the internet game with be the infrastructure companies then I believe that we still have a long way to go. Having said that, I still think your idea is a good one but would be better initiated two weeks or so after the ZOOKS IPO. In any event, this should be interesting. Craig