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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (1249)	5/15/1999 2:43:00 AM
From: Douglas Nordgren	Respond to of 4808

The SAN buzz seems to have helped Interphase. Interphase on a Fibre Channel Tear: May 14 - 10-Q: sec.yahoo.com The decrease in revenues from the comparative period was attributable to decreases in ATM, SCSI, Fast Ethernet, FDDI and Ethernet product revenues, partially offset by increases in WAN and Fibre Channel product revenues. SCSI product revenues declined 64% while Fibre Channel product revenues increased 231% over the comparative period. May 4 - Interphase Announces FibreView Enterprise Storage Area Network (SAN) Management Software: biz.yahoo.com Interphase PowerSAN 64-bit PCI Adapter for Fibre Channel Offers Scalable Enterprise Performance biz.yahoo.com INPH chart - 70% ascent since May 4. exchange2000.com Let's see, Fibre Channel adapters are hot but Emulex and Qlogic are running at their tops. Interphase is cheap AND their FC sales increased 231%. Looking like a FC bargain? Say, they're already in the Hi Fibre Portfolio. Wonder if poor BoxHill will ever make it back? Emulex has kicked butt. exchange2000.com Consensus ain't doing none too badly neither so far exchange2000.com Folks, I think maybe our time has finally come and our dedication is just beginning to pay off. Cheers everyone, Douglas

To: J Fieb who wrote (1249)	5/15/1999 4:20:00 AM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Gadzoox' Capellix got a favorable write-up in this week's NetworkWorld, Ancor got a plug along with Brocade (not online). >>The chassis based switch sits between a Fibre Channel arbitrated loop storage network and one based on a switched-fabric device from the likes of Brocade Communications or Ancor.<< The following could help explain Gadzoox' higher IPO rating over Brocade's (aside from the fact that maybe Zoox' underwriters are heavier on the Street than Brcd's). >>Gadzoox owns about two-thirds of the Fibre Channel hub and switch market based on revenue, according to IDC. The market is growing steadily and could reach $1.5 billion by 2003, says Robert Gray, an IDC analyst...<< So ZOOX owns 66% with their $24m according to IDC, and BRCD claims 85% with their $24m according to nobody who doesn't work for BRCD. Seems like an even split, based on revenue, and $48m wasn't the whole pie either. And the pie is getting bigger. A company capable of slicing 30% is scarfing down $450m in 2003. I don't think those IPO ratings will mean much come the the day of the pie eating contest, do you? Besides, BRCD is up first.