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Technology Stocks : Emulex, What Prospects?

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To: Wolfgang Schuler who wrote (98)2/1/1998 6:52:00 PM
From: Pigboy  Read Replies (2) of 788
 
Wolfgang,

While I am not sure on many of the numbers, I think when you see such large numbers, like Billions, I think they are including all the FC stuff and not just adapter cards, controllers, switches and hubs. I think some of these crazy numbers come from including servers, and RAIDS and so forth. Sun claims to have shipped a lot of FC stuff outside of switches, adapters for some time, i believe.

all imho
pigboy
p.s. emulex does look good around here, imho, bc of their impressive oem list that doesn't start to kick in for some companies until spring and then some later in the fall. how much those numbers will be is what research is for. :-)
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