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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 659.03

+1.0%

Nov 21 4:00 PM EST

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To: Johnny Canuck who wrote (34282)	9/19/2001 4:47:10 AM
From: Johnny Canuck	Read Replies (1) of 68228

STOR profile: Managed storage network services. Allows off site storage of information. Has a recurring revenue stream, so EPS are more stable as long as they can retain customers. -Re-affirmed downward revised guidance on Sept 6 -Supposed to be profitable this Q -317 mil in cash -97 mil shares out -burn rate 18 mil per Q - About $3.08 per share cash as adjusting for burn rate -doubled software staff in last 4 months -software allows greater automation of the process -all contracts recurring rev contracts -350 mil in cash -moved in profitable targets in - 90 percent of accounts into enterprise data centers - 72 percent CAGR on revenue -2/3 of customers are EXDS hosted customer -40 percent of bookings were EXDS hosted customers -average annual rev per customers increasing -most customers are adding services -have move break even Q to Q3, this Q from Q1 -DSO 45 days -Fiber channel and gigE prodominant technologies -seeing some Infiniband demand, could be one year down the road -fiber channel started in the 90's, just starting to penetrate the IT space -

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