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To: Lizzie Tudor who wrote (13433)	8/15/2002 10:05:24 AM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

08:48 ET Rational Software looks cheap-- Soundview (RATL) 5.51: Soundview believes that many stocks in the software industry appear cheap even if one assumes that they face a future without growth; firm cites RATL as an example, which they say is so cheap that net of cash per share, the stock is trading at just 10x their likely normalized after-tax operating earnings even if one assumes the co will never be able to grow its top line from today's depressed rev levels.

To: Lizzie Tudor who wrote (13433)	8/15/2002 12:10:05 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Storage Area Networking (SAN's) is where storage is removed from the individual servers, and instead the servers are networked together in order to store and share their data on centralized storage arrays. The data is more secure, reliable and cost-effective to manage this way. It saves a ton of headcount, and enables the whole new world of data integration applications. The most popular method of doing this is to use Fibre Channel protocol (instead of IP) where the data is transmitted back and forth in blocks (instead of packets) because hard drives store and read data in blocks, so it's a faster protocol. QLogic and Emulex make the fibre channel input/output cards (called "HBA's" or host bus adapters) that are plugged into the individual servers (from Sun, Dell, IBM, HPQ, etc) and storage systems (from EMC, Sun, HPQ, Hitachi, etc) so they can be connected. Brocade and McData make the intelligent switches that cables from all these various HBA's (in servers and storage arrays) plug into so that the data is directed where management wants it stored and backed up. So Brocade and McData make the switches (think Cisco) and QLogic and Emulex make the interface cards (think 3Com).