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: Logain Ablar who wrote (4436)	2/28/2002 3:09:43 PM
From: Bruce Brown	Respond to of 4808

Reyes gave a really nice interview on CNBC Europe today. He considers the McData suit as more of a publicity stunt by McData. (Gus will enjoy that!) He mentioned that one of the areas that was surprising to him where they have been seeing customer orders which they weren't really expecting (due to the cap ex cuts in IT spend in that industry) is from the telecommunications industy. However, the value proposition of increasing productivity with the computer equipment and employees they have was making IT spend on SANs a worthwhile purchase for the telecommunications customers. BB