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Technology Stocks : NENG: Network Engines, Inc.
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From: Gus11/6/2003 1:46:01 PM
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Interesting. FALC and NENG each reported a major unnamed OEM deal. FALC is the storage stock with the highest PSR while NENG is the fastest growing storage stock in terms of sales and profits.

Note that NENG manufactures and distributes FalconStor's VRT appliance:

Announced general availability of the FalconStor Virtual Tape Library (VTL(TM)) Appliance, designed to accelerate the backup and restoration of data with minimal operating cost while consolidating the management and provisioning of backup resources.

biz.yahoo.com

There is some chatter that FALC's mystery OEM is Sun while NENG's mystery OEM is Nortel.

<font color=blue>
FALC vs NENG
Selected Financials
As of 11/5/2003
                                                    (MRQ)
                                            Gross    Y/Y
       Market    O/S        TTM             Margin  Sales
         Cap   (diluted)   Sales    PSR     (MRQ)   Growth

FALC  $ 387M     46.1M     $ 14.1M  27.5    84.8%     43%
NENG    377M     39.9M       81.2M   4.6    20.0%    443%
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