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Technology Stocks : Computer Network Technology (CMNT)

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Feb 9 4:00 PM EST

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To: Neil S who wrote (353)	4/23/1998 3:11:00 PM
From: Craig Stevenson	Read Replies (2) of 750

Neil, I just hope those companies that are saying that the second half of 1998 will be good, don't push that out to the 1st half of 1999. Also of interest from my conference call notes is that the analyst from Raymond James asked about sequential quarterly growth for the rest of the year. The answer was that they did expect to achieve that goal. Also of interest was their recent WDM product offering, their Sun OEM is doing about $500,000 per quarter, Bay did $600,000 in Q1, and they have bought back 1.6 million shares. (200,000 in Q1) Another interesting tidbit was the mention of both Brocade and Ancor. CMNT has no plans to produce a Fibre Channel switch, but they will connect to FC switches from other vendors, such as Ancor and Brocade. They also said that they never run into McData. Craig

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