SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 691.72-0.1%Jan 16 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Logain Ablar who wrote (33354)7/16/2001 1:44:35 AM
From: Clint E.  Read Replies (1) of 69827
 
Tim, my comment on EMLX was because I think they're too concentrated in one product line, HBAs, with something like 60-70% market share. I think HBA pricing will suffer more than any other component of SAN by sometime next year because there is not enough complexity anymore(maturity factor) and competition will be catching up.

Just look at list of competitors:
A(new products in the pipeline and will probably gain market share), QLGC, ADPT, HWP,...LSI, CPQ,....JNIC, INPH
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News