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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Dennis J. who wrote (9448)	12/10/1999 10:58:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Dennis, Yes, indeed...very intersting. Well, the point is I made an initial assessment based upon a cursory check of the value. The annual sales and market cap and profit margins are all way out of whack. However, I also have not done a complete dd on the stock. I have done a little work and indeed ANCR and BRCD both might have more steam in them. BRCD claims the market for fiber switches for SAN's is $28B by 2003. If that's the case then there may be more room to go to $100 or more for ANCR. Again, I haven't done a complete dd on the technology yet but one thing to keep in mind is that the best technology doesn't always win. I'll let you know what I find out as I do more this weekend. Thanks! OG