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Technology Stocks : McData (MCDT) -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (69)	9/19/2000 10:03:31 PM
From: player203	Read Replies (1) \| Respond to of 234

Gus: I appreciated your response. I would like to share some of my research to you and other investors. McData has high growth rate than INRG which is scheduled to IPO this week. The revenue of McData increases 100% per year in the recent 3 years (36 mil, 95 mil and 109 mil in first 6 months 2000). INRG's revenue is 200 mil in the recent 3 years (225, 200, 111 mil in the first 6 months) and its growth rate is less than 5%. If we really consider MCDT and INRG in the same sector. The data shows MCDT eats INRG's lunch. The Wall Street always invests in the high growth rate company. If market is dip again, I will buy more MCDT. Thanks.

To: Gus who wrote (69)	9/19/2000 11:03:03 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 234

Great background Gus, thanks for researching the origins of the BRCD MCDT lawsuit. As you know, Inrange licenses Ancor's (Qlogic's now) technology for their FC/9000 and CD/9000 fibre channel and ESCON directors. What was interesting in the 1998 licensing agreement was a provision for putting the technology into Escrow in the event Ancor got bought out by EMC, MCData, Brocade, or CNT. Such an incestuous bunch, this fibre channel clan. I agree, there's plenty of pie for all. Douglas