SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?


To: Craig Stevenson who wrote (25944)2/2/2000 8:35:00 PM
From: Joe Wagner  Read Replies (1) | Respond to of 29386
 
Craig, Just curious, are you sure you didn't buy Brocade after the IPO and short Ancor resulting in a wash. You mention the Yahoo board. Have you posted as a short over there? Just checking.

Regards,
JW



To: Craig Stevenson who wrote (25944)2/2/2000 11:44:00 PM
From: Joe Wagner  Read Replies (1) | Respond to of 29386
 
Craig, I definitely disagree with you here:

"4. I do believe that Brocade is the gorilla of FC, at least until proven otherwise. Perhaps it is just my nature, but I NEVER underestimate the competition"

It sounds like you are in the Brocade camp. Anyone that knows the story, knows that Brocade's headstart on revenues will not last. The gap will be closed. Any company that has to put out misleading test reports is a cardboard gorilla at best and will not stand the test of time. Real gorillas move industries, not piles of paper containing questionable test data.

Sincerely,
JW