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

To: Pigboy who wrote (4374)	2/4/2002 11:29:00 PM
From: Gus	Read Replies (1) \| Respond to of 4808

in your opinion, is it mainly the storage companies out there that are doing the work in narrowing the software to hardware improvement gap? 10% <--> 30-35% is a big gap that makes me warm thinking of ways to fill it. Not really. Intel seems to be working more closely with Wintel software developers to develop firmware or system level software that can help narrow the hardware and software gap. Microsoft's recent decision to use security as the primary criterion for adding a feature is also a step in that direction. IBM has its eLiza project which appears to work best with IBM hardware and HWP has its own datacenter project that also appears to work best with HWP hardware. The systems management vendors like CA, BMC, CPWR, Tivoli (IBM) and OpenView (HWP) are also moving in this direction. When do you think EMC and CSCO will finally get the point that they threaten each other? it has always seemed that they are on a collision course. but, thats from my humble abode here on the moon. ;-) Wha' happened to the bomb shelter?<g> EMC and CSCO already collaborate frequently at the WAN level. Much of the FUD comes from people speculating about Cisco's forays into SANs and Content Delivery Networks, emerging markets where I believe Cisco's dominance in enterprise networking ultimately works against their attempt to replicate their success in routers and switches, which as you know, was predicated on their ability to make other networking vendors design to their de facto standard. In SANs, the HBA and switch vendors all design to the specs of the system vendors and more application developers are starting to exploit the interfaces being offered by these system developers. In CDN, Akamai, Adero and Digital Island have their own CDNs while Inktomi, CacheFlow, NTAP and other vendors are already have a lot of product out there. I don't see the potential for actual conflict between EMC and Cisco even though you may get some aggressive rhetoric every now and then from the NuSpeed unit that Cisco acquired for $400M a year or two ago.

To: Pigboy who wrote (4374)	2/6/2002 2:10:27 PM
From: J Fieb	Read Replies (1) \| Respond to of 4808

Pigboy, For a company to have debt these days you may as well have the plague... CA sinks amid debt review By August Cole, CBS.MarketWatch.com Last Update: 12:08 PM ET Feb. 6, 2002 ISLANDIA, N.Y. (CBS.MW) -- Computer Associates fell more than 10 percent on Wednesday despite a reaffirmation of its fourth-quarter financial targets after Moody's said it planned to review the software company's debt rating. Shares of Islandia, N.Y.-based Computer Associates (CA: news, chart, profile) lost $3.37 to $28.08 with more than 11 million shares changing hands. The company said it was "surprised and disappointed" with rating agency Moody's Investors Service deciding to review the software company's debt rating. CA is also expected to present at the Goldman Sachs technology conference in La Quinta, Calif., on Wednesday at 2 p.m. Eastern. See Tuesday's coverage. Moody's placed CA's senior unsecured long-term rating and short term rating on review for possible downgrade. The rating agency said on Wednesday evening the action reflected its expectation that CA's cash-flow generation will remain weakened from historic levels for at least the near term and that competitive rivalry remains formidable amid a weak corporate buying environment for enterprise software. In response to Moody's action, CA affirmed its outlook of $770 million in revenue for the fourth quarter and an operating loss-per-share of 4 to 5 cents. As well, the firm iterated that it had strong cash flow and was working to cut down debt. CA said there has been no material change to its business or financial results, including cash flow generation, since it issued its third-quarter earnings release on Jan. 22 that would have prompted action from Moody's. On Feb. 4, the company said it had sold $1 billion in senior notes in a private placement to refinance debt and general corporate purposes. August Cole is spot news editor at CBS.MarketWatch.com in Chicago So one nice thing about the SAN sphere is the debt free status of all the major players. To those in the know. DO any of the players have any vulnerability here that most may not know about? Thanks in advance.