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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (8560)	10/20/1999 11:15:00 PM
From: StockHawk	Read Replies (2) \| Respond to of 54805

Jill, this is a bit old, but might be interesting regarding EMLX. It was posted over on Clear Station. clearstation.com Date: 8/16/99 2:41:39 AM Eastern Daylight Time 'kensey' said: Interested in getting some Fibre Channel exposure. Supposedly this is the next holy grail of data storage. And it looks like you can get some via Qlogic (QLGC), Emulex (EMLX) and Ancor (ANCR). Fibre Channel enables one to spit ka on disks. Fibre Channel is a high performance interface connection between computer systems and their attached data storage peripherals, such as hard disk drives, tape drives and RAID subsystems. you've heard of SCSI and IDE, yes? add Fibre Channel to that list. Qlogic (QLGC) gets most of its revenues from SCSI but 22 percent from Fibre Channel. But Fibre is growing fastest, up 272 percent from the prior year (as reported as a quarter over quarter comparison in the mid July earnings report). Ancor Communications (ANCR) has a deal to provide Fibre Channel switches to Sun Microsystems (SUNW). After this was announced, the stock went from 10 to 40 in a couple of weeks. Said stock has since based in a fairly healthy manner and now sits at 25 and the indicators are starting to point up. Emulex (EMLX) actually amounts to more of a pure play than QLGC in that 68 percent of revenues derive from Fibre Channel which sequentially were up 24 percent and year over year were up 212 percent. these are broad strokes. hopefully we can get something of a Fibre Channel q and a on the discussion board of QLGC. so this is a call for papers! if you know anything about Fibre Channel and the stocks mentioned, please do post up.

To: Jill who wrote (8560)	10/21/1999 9:15:00 AM
From: DownSouth	Respond to of 54805

the EMLX thread is quiet...remember we were going to discuss it here? Are you guys gonna force me to go over to Motley Fool or something!??! Sorry, Jill. My day job is taking way too much time, breaking my concentration and screwing up my priorities. My main concernt about EMLX, BRCD and the many other players in the fibre channel business is that they are all building standards-based products. Well accepted standards are what allows the FC market to explode. Those same standards also diminish the possibility of any one or two companies dominating the space long term. They will be leap frogging each other into the foreseeable future. The FC game is comparable to the disk drive game. shrinking margins and a continuous stream of discontinuous innovations. I would only get into that investing game for momo investing, which is not my style.