Storage Industry+
Revenue Trends
Last 8 Quarters
                                                    Post-911
Company       8    7    6    5     4   3    2    MRQ Bounce

EMC          1.8B 2.1B 2.3B 2.6B 2.3B 2.0B 1.2B 1.5B  25%
NTAP         200M 231M 261M 288M 226M 200M 195M 198M   2%
CA             -    -    -    -  733M 713M 734M 749M   2%
BMC          476M 373M 323M 386M 423M 339M 294M 320M   9%
CPWR         583M 514M 486M 495M 515M 447M 424M 451M   6%
QSFT          29M  37M  44M  56M  63M  67M  56M  59M   5%
PRSE           5M   6M   8M  10M  12M  13M  14M  17M  21%
VRTS         245M 275M 317M 370M 387M 390M 340M 374M  10%
LGTO          55M  58M  54M  58M  61M  63M  57M  62M   9%
OTGS           8M  10M  12M  14M  14M  16M  17M  19M  12%
FALC           3M   0M   1M   2M   2M   0M   3M   3M   0%

STK          460M 513M 487M 601M 469M 512M 498M 566M  14%
ADIC          64M  65M  66M  76M  90M  95M  85M  91M   7%
OVRL          34M  38M  38M  44M  37M  37M  40M  46M  15%
DSS          365M 366M 362M 369M 309M 279M 282M 284M   1%
EXBT          50M  51M  60M  61M  49M  39M  34M  36M   6%

BRCD*         43M  62M  92M 132M 165M 115M 116M 117M    -
MCDTA         47M  57M  67M  78M  83M  81M  87M  94M   8%
EMLX          37M  41M  56M  71M  60M  58M  53M  62M  17%
QLGC          60M  68M  86M  95M 100M  90M  81M  83M   2%
CMNT**        43M  44M  46M  47M  29M  42M  55M  61M  11%
INRG          46M  52M  64M  71M  64M  69M  55M  73M  33%
FNSR***       17M  21M  27M  45M  65M  52M  34M  35M   -

SEG****       NA   NA  1.8B 1.7B 1.6B 1.3B 1.4B 1.7B  21%
MXO*****     691M 667M 619M 727M 631M 1.0B 1.0B 1.1B  10%   
WDC          517M 474M 440M 531M 533M 449M 441M 575M  30%
RDRT         155M 141M 146M 190M 193M 175M 155M 137M ( 9%)
HTCH         111M 109M 116M 119M  96M  92M  95M  93M ( 2%)
VECO          52M  94M  93M 122M 127M 114M 116M  98M (16%)
INVX          41M  38M  40M  39M  35M  36M  36M  38M   6%
IVAC           6M   9M  11M  10M  10M  10M   8M  24M   ?

+Includes system management companies with significant enterprise storage sales (>10%).

*Brocade earnings due 2/13.

**Preannounced prior to Convertible Debt Offering which
will allow CNT to have approximately $6/share in cash.

***Finisar earnings due 2/27.

**** Private Seagate

***** Product of Quantum/Maxtor merger.