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To: Sam who wrote (4249)	12/13/2001 5:03:25 PM
From: Gus	Respond to of 4808

That may explain the recent success of the highly profitable FICON 1-2 shuffle post-9/11: 1) scale into Emulex and McDATA; and, 2) take some profits and scale out from Emulex and McDATA at the 100%, 200%, 300% levels and then scale into Inrange, which lagged the two stock appreciation leaders with a market cap well below $1B before it posted two 30+% days in a row before settling down for a 15% kicker on the third day.<g> IBM's MIPS shipments have gone from the initial 100% in 4Q00 to 40+% in each of the last 3 quarters so the pent-up demand for FICON is going to start showing up in the numbers of these FICON players in the next few quarters. As you know, FICON became GA from IBM on 9/28/2001.