Emulex, What Prospects? Message Board

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Technology Stocks : Emulex, What Prospects?

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To: Wolfgang Schuler who wrote (110)	2/2/1998 10:09:00 PM
From: The Ox	Read Replies (1) of 788

I'd like to join the discussion with a different viewpoint and I would appreciate some opinions from those who read this thread. I have concerns that the current weakness in EMLX's stock price is directly related to the OTHER end of the business, not the FC but the printer related components. a) printer servers make up a significant part of EMLX's total revenues b) many of the printer companies that EMLX does business with are based in Asia I think these factors maybe keeping people skeptical on EMLX at this time. I believe FC revenues will continue to grow in the future but I am more concerned about the short term issues still confronting this company. Many companies are suffering through the Asain Contagion and I submit that this is one of the main reasons why EMLX is being hard hit. Michael

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