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

To: J Fieb who wrote (28375)	2/13/2001 12:32:59 PM
From: J Fieb	Read Replies (2) \| Respond to of 29386

Listened to the INRG cc. Some notes... Open Storage did 17.7 million, 24% sequential growth. 4.8 1 yr ago, 14.7 last q. Have jump-started huge growth engine in '00 Stand by guidance. 175% Open Storage growth for '01. New HQ, I3 is good( Interop lab) 1 million ESCON ports out there. Director can do all protocals. FC-9000; "Great traction! Great Traction!" In just 5 months have taken 10-15% market share. Many directors haven't been blown out to full expansion. Guidance for 1st Q- 10-15% growth in open storage. Professional consulting has 250 field folks now. Tech roadmap- 64-128-256 B4 year is out. 2G is coming. Will see it first in QLGC SANbox edge switches, directors will lag by some months. FC to WAN with FC 9000. First as an add on then with a fully integrated blade. The analysts who really care about the industry were trying to get the EMLX release into context. No Kumar, Rocker, HG didn't ask any Q. MOKE( I think); Since INRG and IBM do some work together was asking about any weakness....INRG No that is growing the fastest...something about the need to consolidate switches escalating the need for directors. IBM only had GA starting 12/08 and FICON storage won't even start for them in last half '01. HDS- Many installs..Faster time to market. How many FC-9000 did they ship? 2x 3rd Q. About 95 units. Any market weakness? The industry estimates are for 120% growth. We say 175%. Any market weakness? We say 175% Open Storage growth. Data-data everywhere. Something like that. Seats getting more comfortable again and I'm still sitting in them.