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

To: Eleder2020 who wrote (19184)	11/8/1998 5:31:00 PM
From: Pigboy	Respond to of 29386

For those who read BARRON'S, this week had three technology mutual fund managers talking about their picks in the Roundtable. Both Roger McNamee and Paul Wick own and like EMC. Paul's reasons why may interest some here-- "We've owned it (EMC) for about six years. EMC is doing extraordinarily well for a number of reasons. One, the fact that STORAGE has become strategically important. It's ONE OF THE FEW AREAS THAT'S NOT GOING TO BE SUBJECT TO CUTS IN CAPITAL SPENDING OVER THE NEXT YEAR...they continue to run their businesses and keep records. SO THEY CONTINUE TO ADD STORAGE." Storage will be a high growth area. I certainly hope Ancor can be a part of it. all imho pigboy