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

To: George Dawson who wrote (21982)	5/22/1999 8:27:00 PM
From: KJ. Moy	Respond to of 29386

George, <<< I suppose by suggesting this scenario, I am in the role of the devil's advocate but it is a possibility. I think that your scenario is more likely, especially given the way the deal is structured. >> I am counting on these high profile investment bankers and general awareness of SANs, storage needs, relations to Internet. Brocade ought to have done a decent job in promoting itself and SAN. I don't expect the general public to understand FC and how the FC internals work. All the institution investors need to know is how many switches Brocade expects to sell into this hot new industry called Fibre Channel. The good thing about it is that we will know very soon.<g> KJ

To: George Dawson who wrote (21982)	5/23/1999 10:26:00 PM
From: Technocrat	Read Replies (1) \| Respond to of 29386

What scared me most about Ancor was during a 4-6 month window when the rumors were flying around that their switch did not perform. Once I began hearing from reliable sources that this rumor was merely malicious, I felt Ancor was going to succeed just fine. For whatever reason, the FC industry has not treated the early adopters very well. The most recent price rise has been gratifying but not too surprising. I have been anticipating the Brocade IPO for a couple of months now, so I have been adding to my positions steadily. I still kept my fingers toes crossed as well :-) What I do find odd is the lack of a head to head comparison. The NDA excuse is getting thin in my opinion. A technical analysis seems long overdue. I strongly suspect that both Brocade and Ancor will jockey and repeatedly trade the poll position in price/performance within the months ahead. Since Brocade always had a mountain of PR over the last several years, any mention of Ancor is sure to cause a rise. I rejoice that Brocade must stand behind their claims once they become public. For those of you who attended N+I, have you noticed the smugness seems to have faded among the Brocade engineers and salesmen? Anybody heard more about the Veritas relationship? I think this may be an important harbinger of things to come.