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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Kerry Lee who wrote (21014)	3/5/1999 3:12:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

KL-I do not have the 98 IDC data by market segment or group and would not necessarily conclude that the SAN market will map to the overall storage market by share exactly as categorized by company based on last years turnover. I think that the SAN market is TBD at this time. However, these companies controlled 2/3 of the total storage market in 98 and have either introduced some form of SAN or are expected to shortly so i would assume they will be important players- some with multiple opportunities. Other companies, like Data General for example, are expected to show strong SAN growth as well. DGN did something like $400m in storage business in 98 and is forecasted [by Buckingham Research Group] to grow the storage portion of their market in fiscal 99 by ~27 percent to $510 million, much of which should be FC/ SAN related as they reportedly stopped investing in SCSI almost two years ago. Additionally, DGN says it plans to more than double the size [headcount] of its Clariion division by September, to about 700. RE HDS i have read that storage revenues were flat in 98 in part due to heavy discounting and the general decline in the Japanese economy. According to this link they are alive and well and competing with other anticipated big players: <<Halifax is one company currently evaluating SAN technology, with a view to providing backup and restore across a Windows NT-based distributed network, covering more than 16,000 desktops and 950 branches. The company is understood to be evaluating products from IBM, EMC, Hitachi Data Systems, and others>> techweb.com Neil