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Technology Stocks : Vixel (vixl), a fibre channel company! -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (243)	10/26/1999 10:53:00 PM
From: eDollar.com	Respond to of 377

Stephen it depents. i hold ZOOX, VIXL CSCO, LU, COMS EGRP, NDB The reason I am forced to hold competiton share is because we bet on the growth of the industry and not company. VIXL may blow up but ZOOX may come out big. Like COMS blew it up and CSCO came out big. VIXL dismal report speaks for itself. I think I will have to completely exit my position on this one. Do you know how JNIC compare to ZOOX, BRCD, VIXL. may play that one.

To: puborectalis who wrote (243)	10/26/1999 11:25:00 PM
From: puborectalis	Respond to of 377

Don't dump your shares tomorrow..look beyond tomorrow...good customers=CUSTOMERS Our primary customers are OEMs and resellers who sell to end users and VARs. Following is a list of our customers who have purchased more than $500,000 of our products since the beginning of fiscal 1998: <TABLE> <S> <C> Amdahl Hewlett-Packard Avid Sports IBM Avid Technologies Interphase Bell Microproducts Nissho Electronics Compaq Computer Sun Microsystems Emulex </TABLE> In some cases, we sell our products to our customers' contract manufacturers who in turn sell them to our customers. Sun Microsystems, Compaq Computer, 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, Sun Microsystems and Hewlett-Packard represented 54.4% and 12.3% of our total revenue, respectively.

To: puborectalis who wrote (243)	10/26/1999 11:27:00 PM
From: Shadowed	Read Replies (2) \| Respond to of 377

Stephen, You're right. Difference of opinions is good. I follow multiple threads on SI as part of my DD on stocks. The very best insights are from people at SI like mact, Kimberly Lee, $mogul, etc. I enjoy the banter, opinion and "heads-up" comments. The people at the Yahoo board don't ever apologize. BTW, I am long 250 VIXL and was disappointed at the earnings report. I will evaluate tomorrow AM to see if I completely exit, partially exit or stick it out. I believe the SAN market is one of the areas to be in. VIXL will continue to be a player. Let's see what the analyst at Robbie does now. Good luck. Your friend "Shadowy"