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Technology Stocks : NENG: Network Engines, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Arrow Hd. who wrote (101)	12/17/2003 3:19:35 PM
From: Gus	Read Replies (1) \| Respond to of 186

Very good, AH. Centera and the other OEM business will continue to grow rapidly. Centera is now just hitting the sweet spot of the market which doesn't buy early generation products from anybody. The Other OEM business should hit the $5M and $10M revenue milestones fairly quickly next year driven by their Exchange-related appliances and the long-rumored Nortel telecom appliance. I also think they will buy another company next year in order to start trending their margins upwards. How've you been AH? Do you know why IBM decided to push back their Shark upgrade from 2004 to 2005? EMC's DMX continues to gain momentum and HDS has a major Lightning upgrade due in 1H2004 so IBM genuinely risks falling behind further if Shark gets delayed again.