Emulex, What Prospects? Message Board

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Technology Stocks : Emulex, What Prospects?

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To: Thomas Scharf who wrote (73)	1/28/1998 9:21:00 PM
From: TheLineMan	Read Replies (1) of 788

I've been looking at this company and trying to find a little more about them. and why it's down since earnings. My questions 1) They met earnings estimates and seem to be increasing margins by replacing revenues from old products with the the new fibre channel products. This seems to have decreased their total revenues but not by much and the fibre channel products are higher margin. 2) Forward looking P.E. is about 7 in an industry that is expected to be high growth. 3) Data General said in their last quarterly news report that: "As we and our customers make the transition from traditional storage technology to advanced fibre-channel technology, it is impacting short-term CLARiiON revenues. While the second fiscal quarter also will be challenging, the outlook for CLARiiON is positive" biz.yahoo.com biz.yahoo.com I believe Emulex supplies Data General with its Fibre Channel stuff: emulex.com. In addition other OEM are gearing up to use their technology. With all this going on isn't EMLX poised to explode. It looks like a great investment or am I just missing the picture - the price is dropping? Is there something I should be aware of before I commit funds to this one??? Comments???

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