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To: Bill Harmond who wrote (17953)	8/26/2003 12:08:37 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

MCDT acquires Nishin and Sanera, I remember when those were 2 pretty hot startups. That leaves Larry's startup Pillar, I wonder whats up with them. Storage seems pretty saturated. Still MCDT might be an interesting speculation with an upgraded product portfolio. There was more for investors to feel squeamish about. In a separate announcement Monday, McData said it had agreed to acquire two companies: Nishan Systems, a privately held maker of storage routers that support Internet protocols, for $83 million in cash and the assumption of $2 million in debt; and Sanera Systems, a privately held provider of next-generation director class switches, for approximately $102 million in cash. biz.yahoo.com

To: Bill Harmond who wrote (17953)	8/26/2003 10:28:58 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

09:39 ET TSM Taiwan Semi estimates, price target raised at Prudential (11.32 -0.13) Based on firm's proprietary checks, Prudential Equity Group is raising its Q4 est to $1.675 bln from $1.625 bln given the improving wafer starts in the month of August over the month of July and expectation of continued sequential monthly improvement in September. Firm also raising 2004 est to $0.46 from $0.44 and increasing price tgt to $14 from $13.