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To: Neil S who wrote (690)7/24/1998 9:17:00 AM
From: Neil S  Read Replies (1) | Respond to of 4808
 
Box Hill Q2 FC Related comments:

<<... Demand for our Fibre Channel products was very encouraging, and we saw meaningful shipments of those products during the quarter. Also, the company was able to close the second quarter with a healthy backlog of orders.">>

<<During the second quarter, we saw a growing enthusiasm for Fibre Channel in some segments of the market while other segments have indicated a continuing demand for SCSI and Ultra SCSI- based storage systems. We have fine tuned our product strategy to recognize this segmentation of market demand, addressing each market segment with its own solutions.">>

Editorial Comment: When the demand for new products are really encouraging they give you NUMBERS. <g> None the less positive indications.

Neil



To: Neil S who wrote (690)10/20/1998 7:56:00 AM
From: Neil S  Read Replies (1) | Respond to of 4808
 
Fibre Channel Momentum:

EMC Q3 fibre channel revenue [$199m] increased $59m sequentially from Q2 [$140m] or 42.1%. At $199m FC revenue was 19.8% of total revenue vs 14.7% in Q2.

Neil