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Technology Stocks : Computer Network Technology (CMNT) -- Ignore unavailable to you. Want to Upgrade?


To: Spaw who wrote (489)1/10/1999 2:10:00 AM
From: Russ Motter  Respond to of 750
 
> "Any hidden factors?"< The Barron's article on the SAN market kept CMNT hidden when discussing the increasing demand for Fiber Channel networking gear. However, what's good for the larger players mentioned is also good for CMNT as it is noted that EMC is successfully competing against IBM in serving up new disc arrays that can be used with personal computer networks. The key factor in this is the continuing move from mainframe to network systems. CMNT is working closely with EMC storage servers integrating "Ultranet Director" for secure long distance transmission of data between network storage centers. The leading software companies for managing storage data networks continue to command P/E ratios of 80-100 which should be in line with CMNT's valuation come January 20th earnings release. IMHO~Russ