Son of SAN - Storage Networking Technologies Message Board

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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Neil S who wrote (86)	11/12/1997 12:26:00 PM
From: Neil S	Read Replies (1) of 4808

Douglas/ All: >>Our speakers will present an overview of the Fibre Channel market, including a valuation of the market for Fibre Channel hubs, switches and adapters, plus an overview of user needs and how the characteristics of Fibre Channel satisfy these needs. << It will be interesting to see what kind of a valuation model is presented for the various groups ( hubs, switches, adapters ) and their take on the overall FC market momentum. When the Investment Bankers show up, can the general market (stock) be far behind ? This dynamic could be especially interesting for potential IPO's and existing "pure plays", or for companies with a growing portion of their revenue's being derived from FC. Neil

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