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Technology Stocks : Computer Network Technology (CMNT) -- Ignore unavailable to you. Want to Upgrade?

To: Craig Stevenson who wrote (354)	4/23/1998 5:01:00 PM
From: Neil S	Read Replies (1) \| Respond to of 750

Craig, <<Another interesting tidbit was the mention of both Brocade and Ancor. CMNT has no plans to produce a Fibre Channel switch, but they will connect to FC switches from other vendors, such as Ancor and Brocade. They also said that they never run into McData.>> I wonder if these comments came in response to questions from the analyst at Raymond James or some other [but more remotely located ] well know inquisitor ? . <g> Actually one of the things that bothers me about CNT is that they seem to have a number of products and interests that are sort of grouped around the idea of mainframe access and connectivity, but it is sort of hard to get a real clear picture of their strategic focus. In other words if you asked them "What business are you in ?" i'm not clear on how they would answer. I don't think they have done a good job of explaining to the investment community where they fit. It sounds like they are doing a better job of communicating to their customers however, and that is more important at this point. I'm still a bit confused about how it all fits together though. Neil