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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Greg Jung who wrote (7285)	10/30/1999 9:16:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Parabolic doesn't even describe Emulex. Brocade is the same. But I don't see this FC craze ending soon, with the companies posting triple digit gains in revenue, some of them even making money (like EMLX and QLGC, which at one time were one and the same company until splitting a few years ago), and IDC and others posting that their markets will be worth xyz gazillion dollars in 3-5 years. Extrapolate all you want in that kind of environment. I wouldn't short them until they get hit, then come back, and then go down again. And then I'd be real cautious, real real cautious, it's a good way to lose all of your money. Buying puts would be safer, but even then, I'd do it only with money you can afford to lose all of on the chance that you might hit the gusher.