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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Pigboy who wrote (4388)2/7/2002 5:03:04 AM
From: Gus  Read Replies (1) of 4808
 
In a word, seasonality. Emulex, McData and Inrange have guided towards the same seasonality after all three reported strong FICON-boosted quarters. However, Emulex recently indicated that business from both EMC and CPQ continued to be brisk. EMC also indicated "slightly less seasonality" with cost-cutting measures coming in ahead of schedule. Remember that EMC and HDS both start selling their FICON systems this quarter. Those high-end purchases are typically programmed well ahead of actual shipment. Sun also introduced support for directors from Inrange and McDATA for the first time, but that was to be expected after the Hitachi agreement late last year.
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