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

To: Sam who wrote (3016)	3/29/2001 1:00:14 PM
From: Gus	Read Replies (3) \| Respond to of 4808

It's earnings warning season, Sam. It ain't no time to play the hero. JNIC warned yesterday that revenues would drop 32% from $31M in 4Q2000 to $20-21M in 1Q2001. It attributed the shortfall primarily to continued weakness in Sun's Starfire (E1000) business; although, it did indicate that the weakness it started to detect while it was burning its backlog from November to February started to improve as March progressed. Not enough, though, to provide clearer guidance for the rest of the year. CIBC also issued a note yesterday that indicated that its channel checks revealed that EMC was pushing out orders for Finisar's optical extenders (high-end option), that Brocade -- Finisar's largest customer -- continued to be weak, and that Emulex --which already preannounced -- was a concern. This is further confirmation of Finisar's guidance last month that it had an inventory issue that was going to take two quarters to normalize. MER also issued a research note today on Brocade after meeting with management yesterday. Brocade indicated that visibility continued to be poor. February was very weak, March was better but lumpy so April is going to be very critical for Brocade if it is even to meet its previous guidance of flat sequential quarterly growth. MER's worse case scenario for Brocade involves a 12% sequential drop in revenues from $165M in 1Q2001 to $145M in 2Q2001. DSS, of course, had already preannounced that it revenues will drop 20% sequentially from $369M in 4Q2000 to around $295M in 1Q2001. If it's any consolation, the only bear market virgins left seem to be on the short side.<g>

To: Sam who wrote (3016)	4/7/2001 9:41:58 AM
From: J Fieb	Read Replies (2) \| Respond to of 4808

Sam, Need help. I thought Iband took PCIs place, what is this 3GIO stuff? People will get confused with wireless stuff with 3G. Wonder when QLGC will come out with that 4GFC for drives? Rival Plans Stir Rumors Of Post-PCI Bus War (04/02/01, 3:06 p.m. ET) By Jerry Ascierto, EE Times ANAHEIM, Calif.—Will a third-generation I/O technology now being developed by Intel Corp. spur a bus war in the PC industry? Opinions are divided as Intel (stock: INTC) quickly but quietly works on a spec it will unveil this fall, even as archrival Advanced Micro Devices Inc. (stock: AMD) and its partners push the competing HyperTransport technology into the marketplace. At least one major PC OEM, Compaq Computer Corp. (stock: CPQ), confirmed its involvement in the Intel spec's development—and a hunger for I/O harmony. "Intel has formed a group in the industry to help get the spec defined, and Compaq is part of that group," said Scott King, manager of the platform-engineering group for the Houston computer maker's home and office access division. King called the spec, initially dubbed 3GIO, "definitely revolutionary, not evolutionary," underscoring that system OEMs may have to redesign their boxes from the ground up. "Certainly we'd prefer one [I/O] architecture," said King, "so that the whole industry wouldn't have to support two infrastructures." Charles Shaver, a senior member of Compaq's technical staff, said that since Compaq supports both Intel and AMD platforms, "as far as talking between chips, we can live with two different kinds [of I/O]. The one place I don't want to see a split is where it comes to expansion add-in card." According to some industry veterans, getting Intel and AMD to work together on a unified spec is like trying to broker a peace accord in the Middle East. "I certainly don't expect to see what Intel's doing and what AMD's doing come together," laughed Carl Stork, general manager of Microsoft Corp.'s Windows Division. "I think they'll both have the volume support, the critical mass, on both sides." Others, though, believe the industry can avoid another bus war like the one that pitted NGIO against Future I/O. Camps backing those proposals eventually merged and settled on the Infiniband spec for servers. "When people try to solve the same problem with similar constraints, they end up with similar solutions," said Nathan Brookwood, president of market research firm Insight64, Saratoga, Calif. "The question becomes, 'How can we marry those so everyone can claim ownership?'" »More from EE Times Related Stories: AMD's New Bus: Same As The Old Bus