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

To: trendmastr who wrote (13281)	12/21/1997 12:20:00 AM
From: janski	Read Replies (1) \| Respond to of 29386

Wow, this thread is showing potential to be an even more entertaining experience then the good ole Nuko had been. Now we have a guy posting who allegedly seats on the Board of Dirtectors of many companies and once used to be one of Brocade's senior VPs. He is now exchanging private emails with none but Kerry himself. How is that for vindication of industry insight and connections. Whatever the game it sure is funny. 20-30% premium over the going price in the event of a merger/takeover - that could fetch as much as 5.50! Wow. What will they think of next? Buzz, you have posted about benefits of long term investing in good companies. How true. Put your money in P&G, use the dividends to pay for your snowboarding trips, and you WILL retire in 20 years.

To: trendmastr who wrote (13281)	12/21/1997 12:35:00 AM
From: George Dawson	Read Replies (2) \| Respond to of 29386

trendmastr, I have been posting concerns about the cost factor for some time. I don't think it necessarily limits a niche market. It does explain the length of evaluation cycles and time to announcements. I am still counting on OEMs. The cost factor applies to ATM and even GE. On a GE web page I was reading recently, they went to great pains to explain the advantages of GE over FC in the LAN. The only advantage they could define was abundant hardware from years of ethernet use. I think many people are in for an awakening when they try to plug and play GE switches. This is a high risk stock and reasons for the downward pressure have been exhaustively reviewed here. Reports from Brocade indicate they are selling a lot of switches. There is no reason I can find to suggest the MKII shouldn't sell as well. George D.