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

To: iceburg who wrote (24978)	11/29/1999 2:18:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Steve, I agree. I don't expect anything like that at all. Why would there be? I believe this is the company that said they were the "de facto standard" for fibre channel switches. I expect good numbers and plenty of fanfare. The only hard evidence is going to have to come from Ancor, although concrete news from an OEM would also be refreshing. The technology lead is a moot point if you're not selling it in the same volume as the other product. George D.

To: iceburg who wrote (24978)	11/29/1999 10:09:00 AM
From: Todd DeMelle	Read Replies (2) \| Respond to of 29386

I think I remember reading somewhere that "Gray's" (?) publishes market share numbers at the end of the year. My impression is that that is where the Brocade 80% market share figure came from (last year's report which reflected BRCD's shipments to SQNT). I don't know much more about it, but my sense is that these are the numbers that Buzz is referring to and not whatever numbers Greg might bandy about during the BRCD conference call. Can anyone tell me any more about the Gray's numbers? What are they, when do they come out, how I can learn more about them? Thanks... Hopefully, when they do come out they will reflect ANCR's impressive list of OEM wins from the past 12 months and adjust relative market share accordingly... I think then there may be the realignment Buzz was talking about.

To: iceburg who wrote (24978)	11/30/1999 1:20:00 AM
From: BuzzVA	Read Replies (1) \| Respond to of 29386

In best DeNiro voice..."You talkin' to me?" <ggg> No fight picked Steve. While you may be right about the timing of the market share results, smart money wil have already figured it out. Or should I say the 'almost smart' money, because we all know who the REAL SMART money is....US, buying in the $1-2 range. :~) Heck, if it takes another 3-6 mos for the yahoos on Wall Street to get a clue, well $hyt. They deserve to buy shares way up here. P.S. I'm all in favor of BRCD doing well (for now) because this is a classic "rising tide lifts all boats" scenario for ANCR, ZOOX, etc. Today's gains in FC stocks support this. P.S.S. Thanks Todd for remembering where I got those numbers. I couldn't remember if it was from Reyes or Gray.