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

To: No_underscores who wrote (356)	4/26/2000 9:56:00 AM
From: C. McD	Read Replies (1) \| Respond to of 377

I'd say the market is showing the short term response right now (trading at $7). Long term, future prospects, you'd think they'd be better than today - but there's no proven track record at VIXL to have a positive outlook. However, times like this is when some lucky folks sometimes get into companies that are about to figure things out. When things seem like they can't get any worse, sometimes they don't. I've got no reason to sell at $7, so I'll just chill out and see if they can do something with 9 Quarters worth of cash. We should know within the next 3-4 Qs whether they're going to figure things out or not. SAN systems growth of 37% is a good start, but only ~7% Q2Q. If that improves, so will VIXL's outlook. I'd focus on SANs exclusively (which is what I think VIXL may be doing already) until stronger Q2Q SAN growth can be demonstrated. Looks like alot of new products shipped at the end 1Q, so 2Q earnings may be the real test. Would be nice for them to issue a PR before earnings saying they'll actually exceed estimates for once.