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To: Douglas Nordgren who wrote (1195)4/29/1999 2:13:00 PM
From: w2j2  Respond to of 4808
 
Gleaned from the Emulex 10Q:

Net revenues from the Company's fibre channel
product line for the three months ended March 28, 1999 were $11,336, or 62
percent of net revenues, compared to $4,378, or 29 percent of net revenues, for
the three months ended March 29, 1998.

Also: IBM purchases were 22% of revenues, or $4012 this quarter
vs 15% of revenues, or $2253 in the same quarter 1998.

****************

This means that Emulex' Fibre Channel business has grown 159% year/year, and I deduce that IBM FC business has grown 78%. EMC also has seen excellent growth of FC. wj



To: Douglas Nordgren who wrote (1195)4/30/1999 9:04:00 AM
From: w2j2  Read Replies (1) | Respond to of 4808
 
From the STK earnings report:

Confirming our leadership in the
emerging SAN market, we installed SAN solutions at approximately 90 accounts in the first quarter,
compared with approximately 65 accounts in the fourth quarter,'' said Weiss.