Emulex, What Prospects? Message Board

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Technology Stocks : Emulex, What Prospects?

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To: Thomas Scharf who wrote (73)	1/30/1998 11:59:00 PM
From: TheLineMan	of 788

Thomas I was wondering who your friend works for. Just a few notes on Data General, I'd be interested on your comments to 3) below. It looks like its taking a little longer than expected to hook the masses on fibre channel- but this is like a ticking time bomb. 1) Press release from Data-General July 15th 97 announcing deal - "CLARiiON, the world's leading supplier of open RAID-based disk array" dg.com 2)Press release from Data-General - Dec 9th 1997 Bull is big in Europe dg.com 3)Press release from Data-General - Jan 1st 1998 looks like DG are pushing the move to fibre channel, but by providing SCSI to fibre channel options: dg.com 4) Press Release from data General -looks like a few hickups but note what they say: "As we and our customers make the transition from traditional storage technology to advanced fibre-channel technology, it is impacting short-term CLARiiON revenues. While the second fiscal quarter also will be challenging, the outlook for CLARiiON is positive." Looks at the Clarion performance using fibre channel - excellent. dg.com

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