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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (1863)2/26/2000 2:24:00 AM
From: Douglas Nordgren  Respond to of 4808
 
>>Analysts said the rise in technology was not surprising, given the remarkable rise in growth and technology stocks and the publicity it has generated.

Industry consultant Geoff Bobroff credited the rise in the Nasdaq composite index.

'That is the driver we're living with,' Bobroff said. 'We've got a growth-biased market and it's a technology-biased market on top of that.'<<

Absolutely brilliant. What did they think was driving economic growth, cranks and pulleys? How much do these geniuses get compensated?

>>Investors' behavior reflects a sense -- which analysts say is wrong -- that technology stocks cannot go down.<<

Oh bull wash, I've had plenty of stocks go down on me. They can and do. The good ones get back up.

Over the long term you won't go wrong by spinning glass into gold. The first strand for me was Fibre Channel, and it has been spinning out fat.

Here's the thread Fibre Channel Index (FCIX) portfolio, started 1/15/99, with the IPOs bought at their 1st day closing price. ADIC was added 11/26/99 and NTAP 1/6/00, a bit slow on the uptake with them. You're welcome to it, you'll see a lot of capitalization has occurred in just over a year:

siliconinvestor.com

BTW, interesting list you got there RTS, thanks. Take a look at this one, no pinkies on this FC watch list tho:

siliconinvestor.com

Douglas



To: Return to Sender who wrote (1863)3/2/2000 1:56:00 AM
From: peter a. pedroli  Respond to of 4808
 
here is something to go with your...
morning cup of joe. i made mention last week on
the yahoo board that inhp was working with a new start up
land 5 (storage solutions) and themis computer
(ruggedized enterprise servers) who also works
with mercury computer(comdex news release nov.)
and sun microelectronics which i posted on
yesterday. mercury does allot of work with
lockheed martin,raytheon and the navy. my latest find
is a NASDAQ 100 MEMBER PMC-SIERRA. INPH has
been a member of the SATURN DEV. GROUP and has
been working with them in development of high
speed networking applications. some of the
other members of the group are ALCATEL,CISCO,
HP,IBM, NOKIA,SUN MICRO AND THEMIS COMPUTER.
some of the development areas are frame relay
and remote access. look back at the news on the
23rd and you'll see frame relay in the release
and remote access is part of inph embedded line. it's funny,
the same names keep popping up. we have deals
coming you can bet your house on it! one other
note about PMC-SIERRA and the saturn group you
don't see ancr,brcd,emlx,jnic or qlgc anywhere.
makes me feel kind warm and fuzzy inside....

good look at things to come...

Wednesday March 1, 4:46 pm Eastern Time

Company Press Release

Interphase CEO Interview on Wall Street Reporter

Audio Rebroadcast Available over the Internet

DALLAS--(BUSINESS WIRE)--March 1, 2000--Interphase Corporation (Nasdaq:INPH - news), an international supplier of
enterprise networking technologies, invites interested parties to listen to an interview with Gregory B. Kalush, the company's
president and chief executive officer, that was conducted by Wall Street Reporter Magazine earlier today.

The interview can be downloaded from the Wall Street Reporter Internet site at www.wallstreetreporter.com. Wall Street
Reporter is a leading information source for professional investors seeking successful new investment ideas.

About Interphase Corporation

Interphase Corporation (Nasdaq:INPH - news), a leader in Fibre Channel technology, designs and delivers high performance
connectivity adapters for computer and telecommunication networks. The company's Host Bus Adapter products connect
computer and telecommunication servers to storage area networks (SAN), wide area networks (WAN) and local area networks
(LAN) utilizing Fibre Channel, Asynchronous Transfer Mode (or ATM), SS7, Frame Relay and ISDN technologies.
Headquartered in Dallas, with offices in Austin, Paris, London and Bangkok, Interphase 1999 revenues were $73.5 million. Clients
include Hewlett Packard, IBM, Compaq/Tandem, Motorola, Sun Microsystems, Lockheed Martin and Raytheon. Additional
information about Interphase and its products is available through the company's web site at iphase.com.