Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (2564)	1/18/2001 5:16:22 PM
From: Douglas Nordgren	Respond to of 4808

Man, talk about guidance, thanks FD. Given the IDC Fibre Channel HBA sequential growth forecast of 15 -17 %, I would say that long term meet and beat is a gah-rawn-tee! Gotta catch the CC, hope I don't get rolled out - caiso.com Douglas

To: J Fieb who wrote (2564)	1/19/2001 1:47:00 AM
From: Gus	Respond to of 4808

EMULEX Guidance Revenues Q2Q Growth 1Q2000 $ 28.9 +16% 2Q2000 33.6 + 9% 3Q2000 36.5 +12% 4Q2000 40.8 +36% FY2000 $ 139.8 1Q2001 55.5 +28% 2Q2001 71.1 +13% 3Q2001 ~80.0 +11% 4Q2001 ~88.4 +11% FY2001 $ ~295.0 1Q2002 ~98.1 +11% 2Q2002 ~108.9 +11% 3Q2002 ~120.9 +11% 4Q2002 ~134.2 +11% FY2002 $ ~475.0* * includes up to $10M in Giganet revenue. ....As the largest supplier of Fibre Channel host bus adapters in the industry, Emulex believes that its long-term growth rate for Fibre Channel revenue will approximate the growth of the market. IDC currently estimates that the market for Fibre Channel host bus adapters will grow at an average of 60% per year through 2003, or approximately 10-12% sequentially per quarter........ .........Based on current market conditions, Emulex continues to believe that a market growth forecast of about 11% in sequential quarterly revenue growth is the most appropriate guideline for subsequent quarters.