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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (34250)9/18/2001 1:08:59 PM
From: Logain Ablar  Read Replies (1) | Respond to of 69867
 
Hi Harry:

I don't like MCDT due to BRCD (rumor has it emc sales push brcd vs mcdt, rumor only. also my understanding is there are shares to be sold by emc @ some point, can be wrong on this point). I should not like QLGC for the same reason regarding brcd but I like QLGC since they were so kind as to buy ANCR. Also QLGC has the SCSI and HBA lines where they compete well, not only switches which competing against BRCD, MCDT & Inrange (Zoox also but its really not on the map).

As long as the whole sector grows mcdt should do fine but I'll take BRCD as #1 and then I like QLGC.