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

To: Mark J. Hardie who wrote (25818)	1/28/2000 12:02:00 PM
From: Ed Schultz	Read Replies (3) \| Respond to of 29386

Analyst warning: Banc of America Securities downgrades developer of Fibre Channel products from "strong buy" to "buy" and lowered estimates from a loss of $0.01 to a loss of $0.29 for FY00 and from $0.16 to $0.00 for FY01 after the company reported Q4 results in line with lowered guidance..... Once a loser, always a loser... This puppy is headed back to single digits!

To: Mark J. Hardie who wrote (25818)	1/28/2000 12:08:00 PM
From: Greg Hull	Respond to of 29386

EMC Comments on Competition from JDN on EMC thread: Message 12708260 To all: Mike R. was interviewed by Bloomberg over in Switzerland this morning at 7:10am. Dont recall his exact words but he was VERY positive about the companies growth. Didnt hear the word 25% instead heard Doubling.HAHA Anyhow the interesting part I listened to and do remember was the competition. First he was asked about IBM and he replied they were no threat at all. Then he was asked well who are your competitors in your mind. He answered Hitachi first (because Hitachi is copying their systems) and SUNW second. In the case of Hitachi he said EMC is at least 3 years ahead of them and likely will stay that way as Hitachi just doesnt have the ability to develop the complex software needed. In the case of SUNW, he said he ranked them second in competition as SUNW is still defining what they want out of their storage package. JDN