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Technology Stocks : Emulex, What Prospects?

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To: Douglas Nordgren who wrote (94)2/11/1998 10:10:00 PM
From: TheLineMan  Read Replies (1) of 788
 
You said:
"Smaller margins on host adapters, no matter how many you sell. EMLX' next market to penetrate is higher-margin hubs, no small feat. They don't expect hub sales to significantly contribute to revenues until late '98. Could be one reason why the street was rude on Wednesday?",

From EMLX's 10Q (filed today):
"the Company's network access and fibre channel host adapter products typically have higher margins than the Company's printer server and fibre channel hub products",
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