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Technology Stocks : Emulex, What Prospects?

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To: Pigboy who wrote (100)2/2/1998 12:37:00 AM
From: TheLineMan  Read Replies (1) of 788
 
I think the numer reflects sales that will involve Fibre Channel Solutions. EMLX is running at about $20 mil a year in sales - which would only give them 1% of fibre channel sales - using the figures in the article. But apart from HP (which I am not sure about) they seem to be dominating the fibre channel adaptor market. Assuming they can grow their sales in line with the fibre channel product market - that would still a be 500% increase in revenues over 2 years. They also seem to be the veterans/proponents of this market.
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