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

To: George Dawson who wrote (25852)	1/29/2000 4:13:00 PM
From: J Fieb	Read Replies (4) \| Respond to of 29386

Bof A info from Yhoo.... Got an e-mail from mgmt, said B of A was concerned of an increased amt of spending on Infiband, and a higher rate of hiring that's going on right now. To me, selling at $40 seems stupid. $70 was smart, $40 don't make to much sense. It amazes me how analysts upgrade a stock after it tripled, and downgrade one after it's gone down 40, 50, 60%. I thought the name of the game was buy low, sell high. I guess the analysts don't get it........ So if ANCR spent no money on Infiniband and let the opportunity pass without trying to grab the brass ring and didn't beef up the work force to pursue opportunity than the rating would stay higher? I'll take ANCR's strategy on both and keep these FC seats till '03. Any other thoughts out there?

To: George Dawson who wrote (25852)	1/30/2000 11:37:00 AM
From: Starowl	Respond to of 29386

Here is some anecdotal information--not new--of only passing interest. This past week I dropped by the COMNET trade show in DC and saw that Brocade had a booth off to the side; the only switch maker with a representation there, I think. Walking by, a pamphlet caught my eye: "Executive Summary of the Fibre Channel Switch Feature Comparison" by KeyLabs. I stepped inside the booth to pick one up plus a Brocade brochure "Scaling the Fabric." The 6-page KeyLabs summary pamphlet omits the fact that Brocade paid KeyLabs to do the study, and I was amused to see that KeyLabs found absolutely nothing negative to write about the Brocade switch--nothing. It displayed a chart--like a report card--with letter "grades" for the Ancor, Brocade and Vixel switches tested. Ancor and Vixel scored the same for the five tests: Availability "D"; Scalability "C"; Migration Support "D"; Management "D"; and Usability "C". Brocade graduated summa cum laude with straight "A"s. The brochure, of course, references the KeyLabs' "findings". I chided the two booth minders that the Ancor switch tested was an older model and that Brocade had paid KeyLabs to run the tests. They presented sheepish grins but clearly were proud of their position in the market. I asked whether or not I should invest in Brocade--"yes". One said Brocade has some interesting products in the pipeline. The whole experience left me cold, but it hammered home the importance of staying in the spotlight, even if it meant off to the side in a large trade show, and on milking a "story" for all it's worth for as long as possible. Starowl