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Technology Stocks : Mylex -- Ignore unavailable to you. Want to Upgrade?

To: Baker who wrote (1652)	7/30/1998 9:12:00 AM
From: gmccon	Read Replies (1) \| Respond to of 1820

Microsoft Awards Cluster Server Certification toMylex DAC960SF and DAC960SX RAID Controllers; Mylex Exceeds MinimumRequirements Set by Microsoft investor.msn.com

To: Baker who wrote (1652)	7/31/1998 8:56:00 AM
From: Liatris Spicata	Respond to of 1820

Baker- Thanks for your comments. Additional CC points (BTW, I traded MYLX recently- at a good profit-, and am looking to get back in, but currently have no position): MYLX will focus on areas where they have core competencies and can get significant market share. The NT server market was $6 billion in '97 and Al projects $19 billion in 2001. There is a significant prospective market for network attached storage and Al expects the penetration of RAID into the server market will increase. Colleen broke down their customers this way: DEC was 33%, Siemens 16%, Pacific Region 18%, Europe 27%, the Americas 55%. AccelerRaid will not compete with rest of product line,as it goes to the lower end of the market. Nobody has the broad RAID product line that MYLX does. In 2Q MYLX shipped 45,000 RAIDS and had 15 design wins for new products, which represented $6.5 million in sales. There were 39,000 PCI units, 3000 "embedded" RAIDs and 2100 external units. During Q&A someone asked if the 15 included something or other (HP??- I forget what it was) and Al assured his interlocutor it did not. [Baker or anyone- do you recall what the "something or other" was?] NPL has obviously been a painful subject. They have shipped 200 NP&L applications, and tried hard to find someone to partner with. However, the market has changed in a way as to make NP&L's intended market too small for any major player to want to take a stake in. MYLX may yet try to sell the NP&L technology to a small company, but I don't think there are any particularly promising avenues there. I'm not sure I got this right, but I think retained earnings represent $29.6 million of capitalization. Larry P.S. Tone of CC was positive, but Al is a good spin doctor IMO. P.P.S. I expect to move my brilliant market insight to www.ragingbull.com, where you can filter obnoxious posters, but they do not yet have a MYLX thread.