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

To: George Dawson who wrote (27767)	9/2/2000 2:37:06 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

SSB must have gone to the recent summer FCIA meeting. This info has been posted by Hiho on the BRCD thread so there is no reason the Q folks should not have the same info. Datquest has been running some numbers and taking adjustments UP!For those who haven't seen it yet.. did this help the whole sector?? messages.yahoo.com smithbarney.com Computer Storage Dataquest Ups Storage Networking Rev To $7B In 2004. August 29, 2000 SUMMARY * On 8/29/00 at the annual FCIA (Fibre Channel Industry H. Clinton Vaughan Association) meeting, Dataquest preliminarily upped its storage networking revenue projection to $7 billion in 2004, representing an 87% CAGR (1998-2004), which is a John C. Dean significant increase from its previous projection of $3.5 billion in 2003 (the 2003 number is expected to increase to just over $5 billion). Dataquest upped its near term FC switch revenue CAGR from 250% to 300%. Dataquest believes that in 2004 10 million switch ports and 5 million HBAs will ship. Switch revenues are expected to be about $5.0 billion and HBAs about $1.8 billion in 2004. * We continue to believe that, although these numbers are significantly higher, much upside remains when including 1) server clustering, 2) FC/IP and FC/ATM routing, and 3) networking the install base which are all excluded from Dataquest's projections. OPINION * On 8/29/00 at the annual FCIA (Fibre Channel Industry Association) meeting, Dataquest preliminarily upped its storage networking revenue projection to $7 billion in 2004, representing an 87% CAGR (1998-2004), which is a significant increase from its previous projection of $3.5 billion in 2003 (the 2003 number is expected to increase to just over $5 billion). Dataquest upped its near term FC switch revenue CAGR from 250% to 300%. Dataquest believes that in 2004 10 million switch ports and 5 million HBAs will ship. Switch revenues are expected to be about $5.0 billion and HBAs about $1.8 billion in 2004. * We continue to believe that, although these numbers are significantly higher, much upside remains when including 1) server clustering, 2) FC/IP and FC/ATM routing, and 3) networking the install base which are all excluded from Dataquest's projections. Q's rating from SSB is the same as the BRCD one a 1H. A one is an agressive buy..H has to do with higher risk for higher rewards.