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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jill who wrote (8560)10/20/1999 11:15:00 PM
From: StockHawk  Read Replies (2) of 54805
 
Jill, this is a bit old, but might be interesting regarding EMLX. It was posted over on Clear Station.

clearstation.com

Date: 8/16/99 2:41:39 AM Eastern Daylight Time
'kensey' said:

Interested in getting some Fibre Channel exposure. Supposedly
this is the next holy grail of data storage.

And it looks like you can get some via Qlogic (QLGC), Emulex
(EMLX) and Ancor (ANCR).

Fibre Channel enables one to spit ka on disks.

Fibre Channel is a high performance interface connection
between computer systems and their attached data storage
peripherals, such as hard disk drives, tape drives and RAID
subsystems.

you've heard of SCSI and IDE, yes? add Fibre Channel to that list.

Qlogic (QLGC) gets most of its revenues from SCSI but 22 percent
from Fibre Channel. But Fibre is growing fastest, up 272 percent
from the prior year (as reported as a quarter over quarter
comparison in the mid July earnings report).

Ancor Communications (ANCR) has a deal to provide Fibre Channel
switches to Sun Microsystems (SUNW). After this was announced,
the stock went from 10 to 40 in a couple of weeks. Said stock has
since based in a fairly healthy manner and now sits at 25 and the
indicators are starting to point up.

Emulex (EMLX) actually amounts to more of a pure play than QLGC in
that 68 percent of revenues derive from Fibre Channel which sequentially were up 24 percent and year over year were up 212 percent.

these are broad strokes. hopefully we can get something of a
Fibre Channel q and a on the discussion board of QLGC. so this is
a call for papers! if you know anything about Fibre Channel
and the stocks mentioned, please do post up.
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