NENG: Network Engines, Inc. Message Board

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Technology Stocks : NENG: Network Engines, Inc.

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To: D. K. G. who wrote (11)	4/23/2003 9:04:48 PM
From: Gus	of 186

*BTW Gus, did EMC breakout Centera product in the latest earning release?* Only in sketchy terms. They more than doubled capacity shipment from 1 PB in 4Q02 to 2 PB in 1Q03 while posting a sequential revenue increase of more than 35% AG Edwards estimated that EMC booked around $20M to $25M in Centera-related revenue (hardware, software and services) in 1Q03. NENG, of course, makes money supplying only the hardware component of the Centera solution. NENG generated around $10M in Centera-related sales in calendar year 2002 during which EMC shipped around 2 PB worth of Centera hardware starting in April 2002. Centera is a version 1.0 product so it's too early to pin down any useful correlation between NENG's hardware sales and EMC's Centera sales. One stat that stands out: an installed base of around 150 customers with an average of 27 TB as of the end of 1Q03. We'll find out more after the CC. I just remembered that 2 quarters ago, NENG held a CC and nobody even asked a question. LOL. There was just nobody there or so it seemed. Classic sign of an undiscovered stock. It also reminds me of the EMC urban legend about how they staged a coming out party for Symmetrix in 1990 at a swank NY hotel and........... nobody came. The 12 people from EMC who were there ended up giving long speeches to each other over an open bar. <g>

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