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

To: The Freep who wrote (28039)	11/6/2000 3:44:54 PM
From: Technocrat	Read Replies (4) \| Respond to of 29386

First of all, let me apologize in advance for being a bit vague. My info is solid, but I do not want to get anybody into trouble. By necessity, I have to continue to be opaque. Wall Street clearly knows the tide is shifting. Watch the volume to decide if this is Ma and Pa Kettle buying for their IRA. I don't think so :-) My intention on this board was to help some of the Ancor faithful who put up with a lot over the last year. A couple of weeks ago, I detected several depressed souls talking about dumping their shares at $76 and moving on to the promised land of Brocade, Emulex, Microsoft, or whatever. I had confidence this would have been a mistake difficult to live down. I felt bad that Craig Stevenson missed out last year. If anyone deserved a payoff, Craig did. That is why I reappeared to buck up a few doubters. Back to the original info. One might want to investigate how a Clarion is put together and the relationship with McData/Brocade and McData/EMC. For those in the IT business, you can get some quotes and delivery info for a Clarion with certain switches. Also, realize that EMC moves in strange ways to obscure what they are up to. They have several disparate product lines that bring in big bucks. They do not want to kill off the golden goose so they maneuver with entities they effectively control. Note, I am not inferring anything regarding the director switches---just the Clarion and 16-port arrangements. I do believe this bodes well for the future, however. Also, we must anticipate many twists and turns since storage is a very, very competitive industry. Way too early to declare winners and losers. Hope this helps...