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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (29156)	7/7/2000 9:00:59 PM
From: Lee Lichterman III	Respond to of 57584

Thanks for clarifying and I apologize to Carolyn as I saw it on two boards I follow and thus "assumed" that it was being spammed. I checked her profile and see that we were just reading the same boards. We did a bit of research on our own and also found it to be false from the Yahoo boards. Besides as one of the posters on my site pointed out, the stock would have been hit in reality should that many of it's persononel been hauled off to jail. <ggg> Sorry for reacting so quick without thinking. Good Luck, Lee

To: Rande Is who wrote (29156)	7/8/2000 1:16:16 AM
From: Frederick Langford	Respond to of 57584

Rande, Message 14012353 Fred

To: Rande Is who wrote (29156)	7/8/2000 3:05:30 PM
From: Paullie	Respond to of 57584

QLGC/ANCR - Any thoughts? This is a copy of my post on the Fiber Channel Thread - I am interested in any comments - thanks! (I bought qlgc the other day at 66+.) BRCD vs. QLGC I have come to the initial conclusion that qlgc would be a better investment than brcd at this time, but I do have some reservations based on the following: BRCD supposedly has 90% of the Fibre Channel market (one that is still growing at a tremendous rate which allows room for many competitors) and is definitely recognized as the industry leader - therefore giving it a market cap 4 times that of qlgc when its revenues are approximately only 75% of qlgc and its earnings are only approximately 30% of qlgc. (Granted the projected earnings growth rate of brcd is much greater - for the next two years at least - than that of qlgc.) If you look at the charts of ntap, emc, brcd, qlgc, and ancr, you will notice that qlgc is the only one that has not recovered from Spring sell off. This represents an opportunity, but also shows that the market feels qlgc is a second tier company in this budding industry. If you look at qlgc and its merger with ancr, IMO, this entity should not be viewed as second tier (as the market currently values it.) Therefore, if the market reevaluates its assessment of the qlgc merger with ancr and views it as creating more competition for brcd, then the market may give qlgc a value closer to that of a first tier company. Which would probably double or triple its current market cap. Now, my analysis has been quick and I only have a basic understanding of the specific technologies and competitive relationships between the companies, so I would like to hear any opinions out there on what I have said. Thanks a lot! Paullie

To: Rande Is who wrote (29156)	7/9/2000 1:20:25 AM
From: Madharry	Respond to of 57584

Read the article as posted and I found it difficult to believe that Mr. Kumar would have said what he was quoted as saying. I think this incident should make everyone careful about copying information reported by someone else, without any corroboration or independent verification. Of course I do not agree with the SSB report at all, and it would not surprise me to see massive buying of semis as they start to issue their quarterlies and book/bill ratios.