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

To: BuzzVA who wrote (24972)	11/29/1999 2:03:00 AM
From: iceburg	Read Replies (3) \| Respond to of 29386

When the market share numbers come out and show the "realignment" in the FC market, we will rocket. A lot of money has been riding BRCD's "80%" for too long. Money is not loyal, it will find its way to ANCR. For once, I'm looking forward to BRCD's report. ;~) I don't mean to pick a fight, friend, but the market share numbers that Broacade is about to release will not (yet) refute their market share claims. In six months, perhaps nine, their talk will be proven false. By then the market capitalizations will most likely already have been adjusted appropriately. But do not expect BRCD's numbers to vidicate us yet, in fact they are likely to support their backwards looking claims. A mere 30M in revenue would support the 80% market share claims. They could post more than that - they have friends in high places. Keep in mind this market is at least 3 years from peaking and that the sales lead at this point is virtually meaningless. The technology lead, however, is paramount. Steve