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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (8867)	10/12/2000 6:08:05 PM
From: Gus	Respond to of 9256

Tough day and I've had a couple of pops already (buy BUD <g>) Let me know when you go to something stronger.<g> VO? BTW, the second fastest growing Storage Software Management company just beat estimates..... VERITAS Revenues 1998 Q/Q 1999 Q/Q 2000 Q/Q 1Q 39.1 (53%) 71.9 (84%) 244.6 (240%) 2Q 48.1 (66%) 114.6 (138%)* 275.4 (140%) 3Q 56.5 (83%) 183.4 (224%)** 317.2 ( 73%) 4Q 67.1 (87%) 226.2 (237%) - Total 210.9 (74%) 596.1 (183%) - Notes: Seagate Software and Telebackup acquisitions Nuview acquisition Annualized revenue run-rate = $1.27B TTM revenues = $1.06B Market Cap = $121.625 x 401.99M shares = $48.89B "Along with the continued strength in our international regions, this quarter has been marked by the expansion of our UNIX business as well as steady revenue and market share growth in the Windows NT space. Moving into next quarter, we are continuing to see a sound ramp-up in our Hewlett-Packard business and the rising adoption of storage area network (SAN) technology* that should continue to drive the market's acceptance of our innovative products and strategies..........." siliconinvestor.com The reference to the HWP ramp is noteworthy because a couple of analysts are closely tracking the progress of the HWP/Hitachi EMC-killer, which may succeed instead in making IBM's VSS and Shark flounder even more.