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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?


To: Douglas Nordgren who wrote (24138)9/18/1999 10:09:00 AM
From: KJ. Moy  Read Replies (1) | Respond to of 29386
 
Anyone thinking of shorting Brocade, a must read from our own KL, a very likely scenario within the next few months after the insider lockout period in November.

<<http://www.siliconinvestor.com/readmsg.aspx?msgid=11277535>>



To: Douglas Nordgren who wrote (24138)9/18/1999 10:23:00 AM
From: Neil S  Respond to of 29386
 
W2K fastest growing segment per IDC:

Storage: The Backbone of Corporate Networks [Special Feature]

entmag.com

>>>International Data Corp. (www.idc.com) expects storage capacity to grow at a compound rate of 89 percent a year until 2003. The analyst group predicts Windows NT and Windows 2000 will remain the fastest growing segment of the storage systems market with a 30 percent compound annual growth rate forecast through 2002. At that rate of growth, Windows 2000 will become the top storage segment in 2002, with a 38.6 percent share of revenue. Unix, growing at a more modest compound growth rate of 8.8 percent, would drop to second place with 35 percent of revenue.



To: Douglas Nordgren who wrote (24138)9/18/1999 10:32:00 AM
From: Huei-Sheng Kao  Respond to of 29386
 
I thought it was 1.6 mil. from Boeing the last Q. We had 1.4mil. from OEMs the last Q.this figure should be increasing,plus the shipment to MTIC started in JULY,do you or anyone has any idea how much it would contribute to this Q.revenue?