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

To: Fang Li who wrote (24552)	10/28/1999 2:30:00 PM
From: w2j2	Read Replies (1) \| Respond to of 29386

From Yahoo:http://messages.yahoo.com/bbs?action=m&board=4687096&tid=ancr&sid=4687096&mid=17588

To: Fang Li who wrote (24552)	10/29/1999 12:01:00 AM
From: Ocean_Joe	Read Replies (3) \| Respond to of 29386

You make an important and irrefutable observation. Further, the quality and depth of testing undergone at MTIC, ADIC, and SUN are far greater than any Key Labs undertook, and each time, guess which switch prevailed? ANCR Those in the industry see the test was a contrived sham at the outset; BRCD loses the little credibility it still had after claiming 80% market share. Funds will be uneasy about investing in a company that must resort to such tactics - the imminent expiration of the lockup period also makes them wary. I doubt any fund has taken more than a token position in BRCD, choosing to instead to wait till IPO fever has mellowed, at which time BRCD will lack all manner of credibility. In the war, switch sales and switch revenues are what counts. Talk is cheap. Those outside the industry may need a day or so to digest the test, the commentary, and the shallow newsletter reiterations. Meanwhile, ANCR consolidates its gains and stakes out higher territory. Ocean Joe