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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Douglas Nordgren who started this subject10/24/2001 9:27:09 PM
From: Gus  Read Replies (2) of 4808
 
SWITCHES
Last 7 quarters

          Brocade           Inrange        McDATA
          Revenue   Y/Y     Revenue  Y/Y  Revenue   Y/Y

1Q2000  $  42.7M    434%  $  6.3M     NM  $  47.1M  257%
2Q2000     62.1M    491%    10.7M     NM     56.5M  428% 
3Q2000     92.1M    358%    14.3M     NM     66.8M  194%
4Q2000    132.1M    338%    17.7M     NM     78.3M  104%
1Q2001    165.0M    286%    21.1M    235%    83.0M   76%
2Q2001    115.2M     85%    26.9M    151%    81.3M   44%   
3Q2001    116.3M     26%    20.0M     38%    86.9M   30%
4Q2001   ~120.0M    ( 9%)  20-25M     -     80-87M    -

*Brocade fiscal year starts in November

HBAs 
Last 7 quarters 

         Emulex*          Q-Logic**        JNIC***
         Revenue    Y/Y%   Revenue   Y/Y%  Revenue  Y/Y%

1Q00    $ 36.5M            $ 60.1M         $ 18.5M
2Q00      40.8M              68.3M           24.0M
3Q00      55.5M              86.0M           30.0M
4Q00      71.1M              95.1M           30.7M
1Q01      60.4M              99.7M           21.1M
2Q01      58.4M              89.9M           23.1M
3Q01      52.7M              81.7M           18.1M
4Q01       ?                   ?               ?

* Emulex fiscal year starts in June
** Q-Logic fiscal year starts in March
*** JNIC fiscal year starts in January
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