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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Neil S who wrote (990)1/25/1999 7:59:00 PM
From: Neil S  Read Replies (1) of 4808
 
COWN: CMNT/UPGRADED ON SAN OPPORTUNITY, LIKELY CONTINUED STRONG RESULTS/STRONG BUY

Message 7476772

<< With the release of new storage
area networking products, the company entered the explosive storage area
network (SAN) market which connects both host and open systems to networked
storage resources. The recent SG Cowen/PlugIn Datamation survey showed
strong SAN deployment intentions among North American organizations, with
40% planning to deploy at some stage.>>

<<CMNT Deserves A Premium Valuation Because It Serves The Explosive Storage
Networking Market. According to Strategic Research Corporation, the SAN
market is expected to grow to $1.2B by the year 2000. IDC shows the market
growing by 125% in C99 and at least a similar amount in the year 2000.>>
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