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

To: Bradley W. Price who wrote (12565)	11/19/1997 1:48:00 PM
From: Pierre Aydin	Read Replies (1) \| Respond to of 29386

Brocade's valuation more than quadrupled from 23M to 117M, What is this? Is this guy on drugs or what, how do you value a private company. Pierre

To: Bradley W. Price who wrote (12565)	11/19/1997 2:00:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

Robert Montague, managing director of Morgan Keegan & Co. Inc.: >>Adapters, with close to $6 billion in 1998 sales, will encompass the lion's share of the marketplace. Switches, meanwhile, should rack up $1.1 billion in sales, reflecting the growth of switched fabric deployments, an important element in storage area network strategies.<< He makes EMF & Asociates look like pikers. Think he has his eye on FC IPO's ? Private market valuations look like they are taking off based on recent private placements. Brocade private valuation ($117m) = Ancor at ~ 9.75 fully dilluted. Interesting. Neil