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Reliance Steel & Aluminum Co. Message Board

  • epfffmmr epfffmmr Aug 3, 2000 7:51 PM Flag

    INPH has worlds best broad band telecom

    controller to connect old public
    service
    telephone network to the new IP networks. INPH is
    a
    networking company who makes the worlds best Broad
    band
    telecom controllers. they are 6-8 months ahead
    of
    competitors. 50% sequential Broad band rev to 3.24m
    this
    quarter just annuonced. Expected to make as much as
    70m
    or more (conservatively) next year with
    these
    products. Should add to the market cap 1.4B today. (20
    x
    rev) Motorola SUNW, Ziatech and Force are
    their
    partners in BB telecom controller market. Product is
    used
    to connect public service telephone wireline
    and
    wireless networks to IP networks. It is also used
    for
    broad band internet access and for wireless
    2g,3b
    deployment. Major wireless OEM deal to be announced. (NOK?)
    .
    They also have the best performing fibrechannel
    Host
    bus adapters (based on Agilents tachyon
    technology)
    which are superior to competitors products (QLGC,
    EMLX,
    JNIC) who uses RISC based architecture causing
    server
    performance bottle necks. Going forward according to
    IDC
    forecasts the fibrechannel Storage Area Netwoking is
    going
    to grow from 250m in 1999 to 15 billion in
    2003.
    Next leg of information revolution will be in
    the
    fibrechannel sector. Due to the superiority in technology
    INPH
    has grabbed 5 new fibrechannel OEM deals during
    past
    two months. NEC , HWP, ATON, land-5, and
    CMNT.
    Competitors only had none (just recycled old deals) INPH
    is
    undervalued selling at less than 1 x next years
    projected
    sales of 200m (75m from Broad band, 75
    from
    fibrechannel and 50m from gigabit
    ethernet/fibrechannel
    combined products) valued 20 times cheaper than
    peers
    compared to price/sales. 600000 shares short and
    gives
    down side protection. No short want to remain for
    more
    than 3 months with major BB telecom ramp up and
    FC
    ramp up to follow in q4.<br>INPH selling at a
    huge
    discount runrate of 2 while competitors go
    at
    10(JNIC,EMLX) 20 (QLGC)-170(BRCD same sector not a
    competitor)
    Recent BRCD (fibrechannel switch makers don't
    compete
    with INPH) CSCO deal makes SAN growth
    accelerate.
    Fibrechannel is far superior to Gigabit ethernet in speed
    and
    Quality of service and is predicted to grow and
    extend
    over WAN and MAN for many other future uses. INPH
    was
    the first to market (Only INPH makes these right
    now)
    and ship Gigabit ethernet/ FC adapters and
    this
    revenue could grow at 40% sequentially (350%
    annually)
    starting q3-q4. These adapters use ACEnic technology
    from
    ATON exclusively. These will take a huge market
    share
    from competitors due to huge cost savings it
    offers.
    (upto40% savings by using less servers) ATON has
    fastest
    growing ACEnic adapters. (according to recent
    delorro
    report) These cards have a hot market already and INPH
    is
    shaping up to have the giant share in this
    nascent
    market. (Easy 50m revenue from GE/FC adapter alone
    in
    2001) Proper value is 20 x revenues. (1b)INPH should
    be
    worth 300% more right now. (compared to peers
    QLGC,
    JNIC , EMLX,) Recent earnings in the sector
    show
    acceleration of fibrechannel SAN depolyment. Especially
    the
    case for INPH broadband telecom and GE/FC
    adapter
    businesses. BB telecom is expected to ramp up revenues
    200%
    by q3-4 and 75m by 2001. Many reseller
    initiatives
    were introduced as well. Selling to HWP, IBM,
    SUNW,
    (Old OEMs) are ramping up. 3NO signed up INPH
    on
    06/21/00 for INPH ATM controllers. INPH poised take a
    huge
    market share of broadband telecom controller
    market
    connecting PSTN to IP networkds in wireless and
    wireline
    sectors as well as broad band internet accesss market
    for
    DSL and Cable modem based providers with
    worlds
    leading ATM controllers. Next year April revenues
    would
    be in 40m vs 13.5 million this april with over
    200%
    growth.

 
RS
74.96+0.26(+0.35%)Jul 22 4:04 PMEDT

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