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Technology Stocks
Emulex, What Prospects?

An SI Board Since April 1996

Posts	SubjectMarks	Bans	Symbol
788	52	0	EMLX

Emcee: Clive Miller	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
113	techweb.com Sequent NUMA-Q 2000. Are they using Emulex adaptors? emulex.com	TheLineMan	-	2/4/1998
112	Michael, Thanks for the perspective. Most of us considering EMLX stock pretty	iceburg	-	2/2/1998
111	I'd like to join the discussion with a different viewpoint and I would appr	The Ox	-	2/2/1998
110	"Personally, I look at Emulex more as an adapter card player on the FC mar	Wolfgang Schuler	-	2/2/1998
109	Douglas, I know exactly what you mean about earlier to the party with 'mad	Pigboy	-	2/2/1998
108	<<...$12 a very reasonable price to pay for EMLX.>> The important	Douglas Nordgren	-	2/2/1998
107	Yes but only about $20 mil is fibre channel.	TheLineMan	-	2/2/1998
106	"While I am not sure on many of the numbers, I think when you see such lar	Wolfgang Schuler	-	2/2/1998
105	"EMLX is running at about $20 mil a year in sales -" Value Line has	George Dawson	-	2/2/1998
104	George I missed an article: <i>"The Disk access on a Windows NT s	TheLineMan	-	2/2/1998
103	I think the numer reflects sales that will involve Fibre Channel Solutions. EM	TheLineMan	-	2/2/1998
102	Steve, You are right. At $12, my latest stats would give a trailing PE of abo	George Dawson	-	2/1/1998
101	Valentine, Don't let George and Douglass get you too down about your inves	iceburg	-	2/1/1998
100	Wolfgang, While I am not sure on many of the numbers, I think when you see suc	Pigboy	-	2/1/1998
99	"1. The term partner or channel partner does not necessarily mean there is	Wolfgang Schuler	-	2/1/1998
98	"I came accross this recent article in VAR (Value Added Reseller) Business	Wolfgang Schuler	-	2/1/1998
97	That may be true, but they seem to be increasing increase margins from the Fi	TheLineMan	-	1/31/1998
96	George, I specifically stuck to the web-sites from <b>trade magazines&	TheLineMan	-	1/31/1998
95	Valentine, I think you have to be clear on a few things when looking at releas	George Dawson	-	1/31/1998
94	Smaller margins on host adapters, no matter how many you sell. EMLX' next m	Douglas Nordgren	-	1/31/1998
93	Here is the Unisys release - it looks like these guys have all the bases cove	TheLineMan	-	1/31/1998
92	Aren't EMLX partners with Unisys too: Information Week 26th Jan 1998 &qu	TheLineMan	-	1/31/1998
91	How can you be negative when the article said all the systems used Emulex'	TheLineMan	-	1/31/1998
90	George you seem to have a good handle on this stuff. What about you're su	TheLineMan	-	1/31/1998
89	There is very little objective data and currently limited FC information. The	George Dawson	-	1/31/1998

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