Hi Patsy! More on the published report from Robertson Stephens. :)Leigh
marketwatch.newsalert.com
The Wall Street Transcript Publishes Network Storage Report in Robertson Stephens Tech 2000 Special Issue
PR Newswire - March 06, 2000 15:17
NEW YORK, March 6 /PRNewswire/ -- Twenty-one leading analysts and top management of thirty-three Technology firms examine the Technology sector in the latest issue of The Wall Street Transcript (212-952-7433) or twst.com;
In a crucial review of this sector for investors and industry professionals, this valuable 174-page Special Issue features:
1) Network Storage - In an in-depth Analyst Interview (1,700 words) Dane Lewis, Senior Research Analyst on data storage and peripheral companies, with Robertson Stephens, examines the major players in this sector, what drives the market & shares his stock recommendations. Lewis declares, "The network storage sector is taking storage to the next step in its evolution. That is, instead of islands of storage, we are seeing more centralized storage that is being enabled by a number of developments in the industry, specifically Storage Area Networks (SANs), and Network Attached Storage (NAS). Both of these solutions enable users to cost effectively increase the amount of storage capacity and manage it with fewer IT resources."
Lewis states, "The clear market leaders in end nodes are QLogic (Nasdaq: QLGC) and Emulex (Nasdaq: EMLX). They have the lion's share of the OEM wins, in my view. There are other significant players in this market, namely JNI Corporation (Nasdaq: JNIC) and Adaptec (Nasdaq: ADPT), which has just announced its reentry into the Fibre Channel market. These four companies are the primary players in the space." Lewis says, "I think it's not only their technology, but also their support and ability to provide the customized firmware that is necessary to give OEMs the comfort that their FC solutions will get to market without any problems. So they have essentially staked out an early lead by developing partnerships. I would say that in general terms QLogic has had a fair amount of success in the NT space and Emulex in the Unix space, the exception to
that would be QLogic's strong relationships with Sun Microsystems (Nasdaq: SUNW), which is a Unix player."
Lewis informs, "IBM (NYSE: IBM), Dell (Nasdaq: DELL), Sun, Compaq (NYSE:CPQ), Hewlett-Packard (NYSE: HWP) have yet to move major quantities of SAN hardware but it is coming. In addition EMC (NYSE: EMC) will continue to be a major force in SAN solutions." Lewis concludes, " I think EMC in particular has had success with SANs in Internet/eCommerce, and for that reason it has been successful. I think we
will see continued penetration of SANs in both segments, corporate IT departments as well as larger Internet/-eCommerce applications."
In the network-attached storage segment, Lewis says, "The market leader by far is Network Appliance (Nasdaq: NTAP). It is a company that we cover. It's a Buy-rated stock, and we think that they are the franchise name in this
space. They are increasing their capacity levels, increasing the maturity of their software, as well as the capability of their software." This 174-page Robertson Stephens Tech 2000 Issue also includes:
2) The following Robertson Stephens Tech 2000 Analyst Interviews (avg. 2,000-words) include:
Outlook for Robertson Stephens, Robert Emery
Outlook for Tech 2000, John Rohal
Business Software, Eric Upin
Semiconductor Capital Equipment, Susan Billat
eNetworking Software, John Powers
Outlook for Computer Hardware, Daniel Niles
Outlook for eServices, Stephen Birer
Next Generation Networks, Paul Johnson
Outlook for eBusiness, Marshall Senk
etailing, Lauren Cooks Levitan
Outlook for eFinance, Scott Appleby
Outlook for semiconductors, Arun Veerappan
Computer Services & Outsourcers, Andrew Jeffrey
Outsourced Infrastructure Services, Richard Juarez
Communications Equipment, Paul Silverstein
eNetworks & Convergence Companies, Michael Graham
eMarketing, Lowell Singer
Digital Media Infrastructure, Arnab Chanda
eBusiness Applications, Kash Rangan
eTailing, Lauren Cooks Levitan
3) 33 extensive (average 2,000 words) CEO Interviews with top management
from the following sector firms discussing the outlook for their firm
and the Technology sector:
For a complete list of CEO interviews see
<http://www.twst.com/info60.htm>
To obtain a copy of this insightful 174-page report, see
<http://www.twst.com/info60.htm> or call (212) 952-7433. This special
section is also included in the Technology Sector of TWST Online at
<http://www.twst.com/subscribe/techno.html>
The Wall Street Transcript is a premier weekly investment publication
interviewing market professionals for serious investors for over 36 years.
Available at <http://www.twst.com> TWST Online provides free Interview
excerpts.
Do a free search of the extensive TWST Archives at
<http://archive.twst.com/>
The Wall Street Transcript does not endorse the views of any interviewee nor
does it make stock recommendations.
SOURCE Wall Street Transcript
/CONTACT: Peter McLaughlin of The Wall Street Transcript, 212-952-7433/
/Web site: <http://www.twst.com/>
(QLGC EMLX JNIC ADPT SUNW IBM DELL CPQ HWP EMC NTAP) |
