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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (13055)	10/1/1999 2:57:00 PM
From: xcr600	Respond to of 57584

I like stocks in the fibre channel sector. I figured the stock would be stronger in it's ipo but today just happened to be a poor day for it. Opened to high and everyone prfoit taking. Can't say I blame them. Now I'd wait it out a bit for things to settle down and the qp winds down. FC is technology of tomorrow. Can it pull a BRCD? Doubt it but that was a one in a million run. Anyone have opinions on DSP? x

To: Frederick Langford who wrote (13055)	10/3/1999 9:12:00 PM
From: xcr600	Respond to of 57584

Vixel's customers (in case it's not on the VIXL thread. I haven't looked) Sun Microsystems, Compaq, Hewlett-Packard and Interphase represented 34.4%, 19.8%, 11.8% and 10.4% of our total revenue, respectively, for the six months ended July 4, 1999. In fiscal 1998, sales to our top two customers, Sun Microsystems and Hewlett-Packard, represented 54.4% and 12.3% of our total revenue, respectively. Although we are attempting to expand our base of OEMs, most of our future revenue may come from a small number of OEMs. Our agreements with our customers do not provide any assurance of future sales to those customers. For example: - our OEMs and resellers can stop purchasing and marketing our products at any time; - our OEM and reseller agreements are not exclusive and contain no renewal obligation; and - our OEM and reseller agreements do not require minimum purchases. BECAUSE A SIGNIFICANT PORTION OF OUR REVENUE IS DERIVED FROM SALES OF ENTRY-LEVEL HUBS AND TRANSCEIVERS, WE ARE DEPENDENT ON CONTINUED WIDESPREAD MARKET ACCEPTANCE OF THESE PRODUCTS. We currently derive substantially all our revenue from sales of our entry-level hubs and transceivers. We derived approximately 89.9% and 93.8% of our total revenue from sales of these products for the six months ended July 4, 1999 and fiscal 1998, respectively. It will be interesting to see how far beyond entry level products they can expand. Have you looked at how BRCD breaks down saleswise (oem and product level)? Problem is BRCD is so richly valued right now. I exited at 216 an am watching now. But one make make an arguement they are the 300lb gorilla of this sector. btw, SAN products expected to be a $13.3bln sector in 2002. This assumes the technology is accepted or isn't superceded by something better. <g>