EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: No_underscores who wrote (9963)	4/21/2000 3:11:00 PM
From: Tony Viola	Read Replies (2) of 17183

I never see Vixel mentioned either. Brocade is doing extremely well, and the other 3 of that group (Ancor, Gadzoox and Vixel) seem to be fighting for the scraps. Only so much business to go around, I guess. Maybe a classic case of a bunch of companies rushing into a hot field (fibre channel related) and only so many will make it. According to Hoovers, 54% of Vixel's sales are to Sun. Sun is doing well, why not Vixel? Vixel sells its products through resellers and directly to such electronics manufacturers as Sun Microsystems (54% of sales), Hewlett-Packard (12%), Compaq, and IBM. It outsources most of its manufacturing to Kent Electronics' K*TEC Electronics unit.

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