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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: The Phoenix who wrote (45128)7/12/2000 11:55:32 AM
From: John Pitera  Read Replies (1) of 63513
 
NTAP is looking pretty good especially if it can rise another 2 bucks and then not give it back.

I have been reading a few good things about JNIC recently
and I see they have a CPQ deal today

JNI Corp (JNIC) 33 13/16: Signs a three-year, worldwide OEM agreement with Compaq Computer (CPQ 25 1/2) to supply the company's FibreStar(TM) host bus adapters for Compaq computer servers and storage devices; see press release.

Fiber Channel is definitely going to be around for
several years...just look at BRCD I really like BRCD and
BRCM, since they do get so expensive I have to manage the
6 to 9 month boom bust cycle in sentiment and valuation
concerns but, they are in the massive growth areas.

anyway, any thoughts on JNIC?? the chart is perking up.

and for those lurkers here is a profile:

JNI Corp. designs Fibre Channel hardware and software products that connect data storage devices and servers to form storage area net- works (SANs). Based on proprietary technology, the company provides a broad range of Fibre Channel host bus adapters, high-performance application specific integrated circuits & software that facilitate advanced SAN device integration and management. Its products are usable with Sun Microsystems' interfaces including its Sbus interface. JNI's host bus adapters are deployable across a wide variety of network configurations & operating systems. JNI sells its products domestically and internationally primarily through OEM & distribution channel customers who sell directly to end-users. The company's customers include Boeing, StorageTek, Charles Schwab and DaimlerChrysler.
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