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

To: trendmastr who wrote (3064)4/11/2001 9:24:45 AM
From: J Fieb  Respond to of 4808
 
EMC couldn't wait. Seems like fairy good yr-yr growth in this environment?

EMC Releases Preliminary Q1 Results
Growth Rate and Profitability Remain High, EPS $.02 Lower Than Consensus
HOPKINTON, Mass.--(BUSINESS WIRE)--April 11, 2001--EMC Corporation (NYSE:EMC - news) today announced preliminary results for the first quarter of 2001. EMC expects to report that total information storage revenue grew 37% compared with last year's first quarter, and total consolidated revenue grew 29%. Earnings are expected to be $0.18 per share for the quarter, $.02 below the current consensus of Wall Street estimates and 20% higher than the $0.15 per share earned in the year-ago first quarter. EMC plans to announce complete first-quarter results on the morning of April 19, 2001.



To: trendmastr who wrote (3064)4/11/2001 11:35:21 AM
From: J Fieb  Respond to of 4808
 
tmaster, Over on Yahoo there have been rumors that some companies have 10G Iband running. If true I think we would hear about it in early June...

IBTA Spring 2001 Developers' Conference Agenda
Date: June 19-22, 2001
Location: Wyndham Palace Resort & Spa in the WALT DISNEY WORLD Resort
Back to Events Home and Registration


Monday, June 18
TIME BALLROOM A BALLROOM B BALLROOM C
4:00pm - 8:00pm Registration Check-in

Tuesday, June 19
TIME BALLROOM A BALLROOM B BALLROOM C
6:30am - 8:00am Registration Check-in
8:00am - 8:45am Welcome - Keynote
8:45am - 9:30am IT Perspective
9:30am -10:30am Link WG Session Marketing Session
10:30am - 10:45am Break
10:45am- 11:45am Link WG Session Marketing Session
11:45am-12:45pm Lunch
12:45pm - 2:45pm Link WG Session Marketing Session
2:45pm - 3:00pm Break
3:00pm - 5:00pm Link WG Session Marketing Session
5:00pm - 8:00pm Exhibit Pavilion & Reception

Wednesday, June 20
TIME BALLROOM A BALLROOM B BALLROOM C
8:00am - 10:15am Software WG Session ElectroMechanical WG Session
10:15am - 10:30am Break
10:30am - 12:00pm Software WG Session ElectroMechanical WG Session
12:00pm - 1:30pm Lunch / Exhibits Open Exhibitor Pavilion Open
1:30pm - 3:30pm Software WG Session ElectroMechanical WG Session
3:30pm - 3:45pm Break
3:45pm - 5:45pm BOF Sessions
6:00pm-8:00pm Exhibit Pavilion & Reception

Thursday, June 21
TIME BALLROOM A BALLROOM B BALLROOM C
8:00am - 10:15am Management WG Session
10:15am - 10:30am Break
10:30am - 11:00am Management WG Session
11:00am-12:00pm Management WG & Application WG Session
11:30am - 1:30pm Lunch / Exhibits Open Exhibitor Pavilion Open
1:00pm-2:00pm Management WG & Application WG Session
2:00pm-3:00pm Applications WG Session
3:00pm-3:15pm Break
3:15pm-5:00pm Applications WG Session

Friday, June 22
TIME BALLROOM A BALLROOM B BALLROOM C
8:00am - 10:00am Compliance and Interoperability WG Session

This IDC snippet is a Kumar talisman so I will post it again...

Session 4.3 Fibre Channel’s Momentum
Eric Sheppard, Research Analyst, Storage Systems, IDC
With momentum on its side, Fibre Channel components are expected to account for the vast majority of Storage Area Network (SAN) interconnects through 2004. Mr. Sheppard will size the Fibre Channel components market, rank the vendors playing in this space and forecast the market through 2004Coverage will include Hubs, Directors, Loop and Fabric Switches and HBAs. Metrics will include both revenue and ports.

Anyone going to be at the IDC conference? Anyone who can get this new data ASAP? Thanks in advance.

I think we are seeing signs of the shift to director switches over smaller count switches. When do we get more branded directors, ie OEMs? Any help out there?


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