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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (26713)	5/4/2000 9:33:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Nice summary of the EMC Annual Meeting by BI*RI on the EMC thread: Message 13575390 "When new businesses are surveyed as to what they view as the most critical part of their decision-making, 40% think of storage, while 12% view servers as the most critical." "He pointed to a new Clariion product and stated that this is what will address the mid-range market. He said that market segments now stand at $12 billion mid-range, $9 billion software, $2 billion NAS, $2 billion switches, and $15 billion enterprise storage, for a total of $40 billion." "First Question: Who do you view as your closest competitors? Paraphrase, but extremely close: "It's IBM and Hitachi. But IBM is telling customers that they will not have full functionality as promised which results in diminished value for them in the equation. Hitachi follows our lead, so logically then, they are behind us.....about 3 years" <laughter> "