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Technology Stocks : INTERPHASE(INPH): Good future for this stock

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To: Brian Murray who wrote (778)1/27/2001 3:31:10 PM
From: peter a. pedroli  Read Replies (1) of 825
 
Brian,
welcome to the message board. i see that this is your first post in nearly 4 1/2 years
of just reading. if you look up all of the links that i have found that distributes interphase's
line you'll find most are not carrying the entire list of products. with just in time ordering
the new rule in value added manufacturing is an inventory turn rate or less than 100hrs.
let the other guy carry the cost. it forces everyone in the chain to think more efficiently.

my guess on the next oem in storage will come from the NAS side of the storage sector.
linux is looking to be a very big plus for interphase and that bring into play both NAS and
enterprise networks-broadband. names that come to mind is SUNW, MOT, LU, NT, NOK, ALA
CCUR, CSCO, MRCY, IBM. in SAN i'm guessing maybe STK, AVID or maybe SEAGATE.
those are just the big names but the would is full of much smaller players with market niches
that still add up to real sales. use a search engine and type in 1U and look at the number of
hits you get. then go through and look at a couple of hundred headers and see just how diverse
this little world is.
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