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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: linda_marie who wrote (10764)	7/27/2000 6:50:53 PM
From: Gus	Read Replies (1) \| Respond to of 17183

Procom has 7 straight quarters of declining revenues. It has a new line of storage appliances that use a nifty 64-bit file system optimized for file-serving but file-serving is just one of many enterprise applications. SAN QoC encompasses three metrics that characterize how well a SAN will service enterprise applications. These metrics are: - availability of connection - performance degradation - bandwidth scalability Availability of connection alone is inadequate, as it describes only the presence or absence of a service. Quality of Connection is a complete characterization that describes how a service will operate under both normal and adverse failure conditions, and how effectively it will scale bandwidth with connectivity. mcdata.com Going by applications.... Table 6 – Recommended SAN QoC Class for Common Applications eCommerce 4 or 5 eBusiness 4 or 5 Enterprise Resource Planning 4 or 5 Data Warehouse 4 or 5 Decision Support 4 or 5 Financial 4 or 5 Transaction Processing 4 or 5 Customer Service 4 or 5 Web Serving 3 or 4 eMail 3 or 4 Imaging 3 or 4 Technical 2 or 3 Application Development 2 or 3 File Serving 1 or 2 Message 14035748 Like most independent storage vendors, Procom also has to deal with the disk drive makers' quest for profitability that is leading to alliances like this one between Dell and Quantum. "Dell and Quantum plan to reach new customer markets and explore new directions in product development," said Anders Axelsson, vice president and general manager for Quantum's Server Appliances Division. "Together, we seek to grow the workgroup NAS market opportunities beyond analyst forecasts as we apply our collective strengths to category awareness and adoption." According to a recent study conducted by PC Data, Quantum currently has 85 percent market share in the workgroup NAS market. Dataquest projects the NAS market to reach $6.5 billion by 2003. siliconinvestor.com

To: linda_marie who wrote (10764)	7/28/2000 11:48:15 AM
From: Lynn	Respond to of 17183

Dear Linda: First, thank you for the article URL. The way authors go on tours to promote their books? Well, after reading that article I chuckled, thinking Clayton Christensen's interview for ML's TechTalk on July 17th (available only to ML clients through ML's site) was part of a tour to promote his fund, even though the fund did not come up during the interview. Here is one paragraph from the interview with ML's Steve Milunovich: CHRISTENSEN: I think in the data storage market there is big potential for disruption. So, as EMC shoots to the high end of its world, companies like Network Appliance, Veritas, Procom, with much cheaper, simpler, modular technologies are moving from the low end into the mainstream at a fairly rapid rate. Broadcom, with Gigabit Ethernet, enabling networks in less sophisticated environments like the home. Or PolyCom, as it’s disrupting PictureTel at the high end. Mobile telephony smells exactly like one of these disruptive technologies. [end of paragraph] After reading the transcript of the interview I went over to the research area of ML's site to look up PRCM, a company about which I have next to zero knowledge. Nothing. ML does not follow it. After reading you posting and going over to Yahoo! to look at PRCM's profile, I had a good laugh. Look at the list of clients and ML is on the list! biz.yahoo.com Yes, it is an impressive group of customers but given my total lack of knowledge about the officers of the company, I would not buy any shares if I had some money screaming, "Invest me; put me to work." A few postings back Vance was kicking himself for a posting he made in February. Well, I could kick myself for some investments I have made in the past where the product, basically, everything, look great--but the officers and management blew it. Regards, Lynn