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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (30536)	8/26/2000 12:17:25 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> The Internet wire that put this story out, would never have put it out on a King or Gorilla without checking. I think Bloomberg was the first major that carried the story, but after their misleading coverage of wireless in Asia, that doesn't surprise me. The fud about Oracle giving away sfa software and damaging Siebel made headlines, too. If you haven't seen it, here's Tom Siebel's response on CNBC yesterday: cnbc.com uf

To: LindyBill who wrote (30536)	8/27/2000 2:38:42 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

Lindy wrote: Yesterdays Hoax was a good example of what can happen to you with a "Shiny Pebble". The Internet wire that put this story out, would never have put it out on a King or Gorilla without checking. Likewise, the perpetrators that issued the bogus release wouldn't have a clue in hell if they attempted to issue something on the balance sheets of Intel, Oracle, Cisco and Microsoft. Obviously, as you suggest, they did have a clue and the potential losses that many perhaps experienced due to the panic button pushing certainly is a sad result of the 'system'. Just a quick view - certainly not to dispute the annual revenue of Emulex and the game they are involved in as being a pebble or not - to support of the company because it has implications for the SAN/NAS area we follow and discuss on this board: In spite of the 'pebble/snowball' attack that the hoax was aimed, there are some interesting things about the host adapters, hubs, ASIC's and software products that provide connectivity solutions for Fibre Channel storage area networks (SANs), network attached storage (NAS) and RAID market which Emulex is involved along with QLogic and JNI. The latest quarterly earnings reported a 99% y/y revenue growth and accelerating sequential quarterly growth in the Fibre Channel HBA products of 26% and a 42% sequential increase in total Fibre Channel backlog. In addition "the Network Attached Storage (NAS) market is now providing strong incremental growth, as high-end NAS solutions deploy Emulex Fibre Channel adapters for back-end connectivity to SAN resources." Likewise, Paul Johnson, co-author of our manual had this to say in his recent interview concerning IP/Broadband "Next Generation Networks": In host adapters, the players are Emulex (EMLX $47-9/16), QLogic (QLGC $71-3/8) and JNI (JNIC $41-3/4). These go into the servers that connect to the SAN. We expect market share to remain relatively stable so we think investors should stick to a balanced portfolio among the three. Source for those comments: 164.109.153.104 I would like to think that such a 'pebble/snowball' with the type of growth and accelerating growth they are experiencing which even the CEO stated on Friday that things were on track for yet another record quarter would be able to bounce off of that bogus press release filled with fraud and recover to calm the panic button pushing crowd. If not, a similar type of "financial terrorism act" could just about hit any equity that we own in our portfolios. BB