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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Lucky888 who wrote (52663)	12/29/1999 12:48:00 AM
From: puborectalis	Respond to of 108040

Emulex(EMLX) had a wonderful day..sitting in the catbird seat of SAN's...suspect they'll beat the quarter like last quarter.....The action in the storage area network sector, sometimes referred to as "fiber channel," is just starting to heat up. "Fiber channel has the potential to be the next tornado within the overall networking industry," according to a recent report from Robertson Stephens analysts Paul Johnson and Ara Mizrakjian. International Data Corp., a leading research firm, projects that fiber channel will grow from 20 percent of storage interconnections this year to 60 percent by 2002. With storage capacity expected to grow about sixfold in that time, IDC figures the market for products based on fiber-channel technology will blossom from $2 billion in 1998 to $15 billion in 2002.