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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?


To: J Fieb who wrote (1516)10/1/1999 8:49:00 PM
From: Joe Wagner  Read Replies (1) | Respond to of 4808
 
Hi J.Fieb, I was in Hawaii (Maui) last week for a wedding. It's hard to come back. 5 days isn't long enough. As usual I see you have been posting great information. Hang in there on MTI, I think we will see some good things happening there. Did you notice that ADIC owns 25% of Caldera, MTI owns 25% of Caldera and now Fujitsu is establishing a connection with Caldera. Since MTI and ADIC are both Ancor allies, it makes you wonder if Fujitsu is next.

Regards,
JW



To: J Fieb who wrote (1516)10/2/1999 8:37:00 AM
From: nic  Respond to of 4808
 
You're welcome! Yes, I have to admit the report made my mouth water... wish I had the funds for more ANCR right now, but in the current market climate I'll stay off margin. I'm really looking forward to the time when those who are pricing BRCD into the stratosphere will realize that they've overlooked a major competitor!

What do you think of the way M-K are segmenting the FC hub/switch market, and their view of where that market (and the individual players) are going? Very interesting.

- nic