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

To: miklosh who wrote (1757)1/6/1999 8:35:00 PM
From: E_K_S  Read Replies (2) | Respond to of 1820
 
Hi Miklosh - From what I hear all the RAID players are having a stellar quarter. LSI who recently bought Symbios have indicated that their RAID sales are booming. I have to believe that this is an industry wide boom for RAID. The rumor on the LSI thread is that they have been manufacturing product to meet current demand when they usually shut down the plant for the Christmas Holiday. Also, management stated that they have already met their earnings estimates (for the Symbios division) 2/3 through the current quarter.

Therefore, it appears to this investor that demand for RAID is very strong and the proof will be in the earnings.

I just wish I bought more stock at $5.00!

EKS



To: miklosh who wrote (1757)1/7/1999 12:55:00 PM
From: Dougerdad  Respond to of 1820
 
The market for low end RAID is huge. I expect that is where
Adaptec's RAID numbers are coming from. My understanding is
that the Mylex solution is far and away superior. They are
getting several designs over Adaptec and winning against AMI.

As far as fibre channel SAN solutions, Adaptec is out of that
business, except for marketing agreements. Mylex is also the
clear leader there.
(Yes, I own Mylex and just bought more)


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