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: Gus who wrote (4329)	1/23/2002 10:39:23 AM
From: J Fieb	Read Replies (1) \| Respond to of 4808

Gus, That is pretty heady sequential growth to IBM. Impressive. I had time to listen to that MCDT, INRG talks at the RBC conference, and some others. EMLX cc seems to confirm a few things; that the sector and technology is still the place to be and that there is a reason that the multipes are so high for the players in the sphere. You were the one who has pointed out the FICON part of the SAN story a long time before it happened, perhaps EMLX is a harbinger and MCDT and INRG will share in the $$. Hope so. Q news today.... IBM And QLogic Simplify Network Attached Storage SOMERS, NY--(INTERNET WIRE)--Jan 23, 2002 -- IBM (NYSE:IBM - news) and QLogic Corp. (NASDAQ:QLGC - news) today announced that QLogic's SANblade 2200 Series Fibre Channel host bus adapters (HBAs) are shipping on board IBM's TotalStorage Network Attached Storage (NAS) 200 and 300 products. Using QLogic's Fibre Channel connectivity, IBM's NAS products can connect up to 90 disk drives and over 3 terabytes (TB) of storage capacity, making it easy for customers to rapidly implement open, interoperable storage networks in large branch offices and small enterprises. QLogic SANblade HBAs are based on the company's exclusive ISP controller chip architecture. With a dedicated on-board I/O processor that performs with superior efficiency in real-world applications, QLogic's ISP controller chips are incorporated in hundreds of OEM-installed solutions. QLogic's ISP architecture embeds a highly sophisticated layer of exclusively developed firmware based on years of development and field experience. Combined with wide industry acceptance, this unique architecture gives QLogic unmatched expertise in developing storage networking products that are interoperable with a broad range of server, storage, switch, software and component products. "QLogic simplifies networked storage by enabling us to give our customers the performance and compatibility they need from the workgroup to the enterprise," said Roland Hagan, vice president of storage networking marketing, IBM Storage Systems Group. "With products like the SANblade 2200 Series, we are better able to ensure interoperability and help protect customers' investments in their IT infrastructure." "IBM is a proven leader in delivering storage networking solutions for virtually every imaginable need. The NAS 200 and NAS 300 are no exception, with the ability to handle large volumes of data with superior efficiency at an affordable cost," said Mike Knudsen, vice president and general manager of QLogic's Network Storage Group. "QLogic and IBM continue to focus on providing storage networking solutions that give customers the flexibility and scalability they require to run their business." About IBM IBM is the world leader in storage systems, software, services and technology. IBM received the National Medal of Technology for its contributions to hard disk drive and storage technology in 2000 and has led all companies in U.S. patents for the ninth year in a row. IBM's open storage solutions are designed for the rigors of e-business collaboration utilizing next generation concepts for open storage by integrating modular technologies including disk, tape and optical storage media, powerful processors, and rich software. For more information about IBM's storage products, visit www.ibm.com/totalstorage. About QLogic QLogic Corporation (NASDAQ:QLGC) simplifies the process of networking storage for OEMs, resellers and system integrators with the only end-to-end infrastructure in the industry, consisting of award-winning controller chips, host bus adapters, network switches and management software to move data from the storage device through the fabric to the server. Qlogic designs and produces solutions based on all storage network technologies including SCSI, iSCSI InfiniBand and Fibre Channel. A member of the S&P 500 Index, QLogic was recently ranked number 25 on Forbes' Best 200 Small Companies and number 20 on Fortune's 100 Fastest Growing Companies. I have added more Q, INRG, MCDT today. Time will tell.

To: Gus who wrote (4329)	1/23/2002 11:21:08 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 4808

EMLX did have a decent report and guidance. I liked these two items: - It said the second quarter was the first time its revenues had grown sequentially since the information technology spending slowdown which began in early 2001. -``Although we had expected some seasonal sequential improvement to occur in the second quarter, revenue growth exceeded our expectations and Fibre Channel shipments attained the second highest quarterly level in our history,' Folino said in a statement. BB