The Wall Street Transcript Publishes CEO Interviews in Special Morgan Keegan Storage Networking Issue
NEW YORK, Feb. 9 /PRNewswire/ -- Two leading analysts and 20 Data storage firms CEOs examine the Data Storage Networking sector in the latest issue of The Wall Street Transcript (212-952-7433) or twst.com
In a vital review of this sector for investors and industry professionals, this valuable 62-page Special Issue features:
1) 20 extensive (average 2,000 words) CEO Interviews with top management from Data Storage firms discussing the outlook for their firm and the Data Storage Sector. For a complete list of CEO interviews see twst.com
Dan Warmenhoven, CEO of Network Appliance (Nasdaq: NTAP - news), believes that his company is ``potentially a franchise player in a few market segments -- network-attached storage and Internet caching. Today, we're a leader in both. In fact, we're a dominant leader in the network-attached storage market. In fact, it's our belief that we created that market segment and that's been part of our strategy from the beginning.'
Walter Hinton, VP of Network Storage for StorageTek (NYSE: STK - news), declares that his company's first goal is ``to really focus on three core technology areas, which are tape and automation, virtual storage, and storage area networks; around those, provide appropriate technology and appropriate distribution and services to ensure success.'
Emulex (Nasdaq: EMLX - news) CEO, Paul Folino, is proud to say that the company is the market leader in fibre-channel adapters: ``Emulex owns the critical expertise and core technologies vital to this industry sector, including ASICs and software and network management and gigabit transmission technology.'
Jerry Rawls, CEO of Finisar (Nasdaq: FNSR - news), is proud of the company's growth rate and believes that the company has a lot to offer: ``Our revenues have grown at a compounded growth rate of 94% for the last five years, and for the first six months of this year our sales are up over 100% from last year.'
HighGround CEO Dennis Grant believes that the company's new product HighGround Storage Resource Manager sets them apart in the industry as he explains: ``We built Storage Resource Manager on Web technology, and designed it for ease of use. It is a suite of Web engineered management applications that automatically monitor, measure and report on storage capacity, utilization, health, performance and availability.'
``On the innovation front, we have two patents already granted on our technology and 13 that are already filed in addition to that, and we will continue to take a very aggressive intellectual property stance,' states Brian Smith CEO Crossroads Systems (Nasdaq: CRDS - news), who believes that this sets them apart from the competition.
Connex Senior VP Michael Williams comments on the company's future: ``As we move forward we will continue to grow spending in the R&D area, specifically in the area of software. We will continue to add additional functionality and features to our management and system solutions that will benefit end users and meet their needs.'
CEO Peter van Oppen explains why Advanced Digital Information Corporation (Nasdaq: ADIC - news) differs from others in the industry: ``We have the broadest product range, including both software and hardware, very extensive distribution channels. We can get the product to customers. And we're device independent.'
Thomas Raimondi, CEO of MTI Technologies (Nasdaq: MTIC - news), explains his main goal in the near future: ``One of my principal goals is to double and triple the size of the business as quickly as we can, with a combination of organic growth and other activities. We're beefing up the infrastructure, continuing to invest heavily in technologies that allow us to lead the industry in information access in a multi-platform arena, specialization in high availability and networking the data.'
Cornelius Ferris, CEO of Giganet, declares, ``Our server farm networks allow for very efficient, very fast communications between those servers. We remove those I/O bottlenecks so they do not affect the ability for the data centers to handle demand. The scenario that will provide us with the explosive growth we are expecting in the next few quarters is the growth of e-commerce.'
Thomas Hudson, CEO of Computer Network Technology Corporation (Nasdaq: CMNT - news) thinks that it has a very promising future as he states, ``I aim for 25% revenue growth with 15% net margins. I want us to continue to be the leader in remote disk mirroring and remote tape vaulting, and to become the leader in open systems storage networking.'
Tim Williams, CEO of CrosStor Software, highlights his company's greatest opportunities: ``Our growth is tied to the acceptance of NAS and SAN. Most of the major vendors are starting to enter with their first generation products. We see storage as a new class of computer, and only a few of the major players are shipping NAS and SAN systems today. As the major vendors start aggressively shipping dedicated storage products, the market momentum will increase rapidly and market size will grow very large.'
Kenneth Hendrickson, CEO of Ancor Communications (Nasdaq: ANCR - news), states: ``We'd like to be the leading switch supplier in this marketplace, which industry analysts predict to be a billion-dollar opportunity, and we think we can get there. Our goal is to get to that leading position by continuing to offer the highest performing, broadest line of switches and the best customer service.'
According to Jim McCluney, CEO of Vixel Corporation (Nasdaq: VIXL - news), ``Vixel is superbly positioned with the broadest portfolio of products and technologies to go after the market. We're investing internationally. We've just got a superbly seasoned management team to both attack the market and manage the growth.'
Greg Reyes, CEO of BROCADE Communications Systems (Nasdaq: BRCD - news) believes that the company will continue to exceed growth expectations: ``We have been a public company for two quarters. In each of those past two quarters we have exceeded analysts' estimates. Some of the driving forces that have allowed us to do this have been that we have a majority of the OEM market for fibre channel switches -- we are OEM partners with most of the industry's leading server and storage OEMs.'
Gadzook Networks (Nasdaq: ZOOX - news) CEO William Sickler comments on the company's main goals: ``Immediately, it's to establish Capellix as the absolute number one product in the data center and I think we're well on our way to doing that. To continue to develop the best solutions out there: back up solutions, server clustering solutions, storage consolidation solutions. We've been growing 15-20% quarter over quarter, and we would like to accelerate that growth.'
Peter Bell, CEO of Storage Networks, expects ``Excellent quarter over quarter growth. The market seems to be more robust than we've ever anticipated, and we've been able to scale the business very quickly. We're on a very rapid growth rate.'
According to Troika Networks' CEO William Terrell, ``Storage networking is a paradigm coming into its own for building data centers of the future and for managing the exponential growth of information. Troika is uniquely positioned to take that paradigm to the next level of value added and functionality.'
QLogic (Nasdaq: QLGC - news) CEO, H.K.Desai, believes that his company's future lies in the fibre channel HBA and fiber channel chip market as he states: ``This market is growing about 66% for the next four years compounded annually. When you add to this our opportunities in the SCSI market, which is growing at approximately 15% annually, the total market opportunities we are addressing presents a tremendous growth opportunity for QLogic if we can continue to execute well.'
``What we've been doing this year is upping the estimates and beating the estimates every quarter and by a fair amount and I wouldn't doubt that we have guidance again next week when we release the quarter. What is allowing us to do that are the opportunities that we're getting are they are growing dramatically in both number and size,' explains Veritas Software (Nasdaq: VRTS - news) CFO Kenneth Lonchar.
2) Data storage -- In an in-depth analyst interview (2,300 words), Steven L. Denegri and Robert M. Montague explore the outlook for storage networking.
To obtain a copy of this insightful -page report, see twst.com or call 212-952-7433. This special section is also included in the TECHNOLOGY Sector of TWST Online at twst.com
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SOURCE: The Wall Street Transcript |
