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Prosperity Bancshares Inc. Message Board

  • hgoodllr hgoodllr Aug 2, 2000 5:31 PM Flag

    INPH has worlds only gigabit ethernet

    /fibrechannel adapter together with ATON which is
    the best solution to connect webservers to LAN and
    SAN both. This company will dominate fibrechannel
    sector. 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 competitiors 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. Comepetitors 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.
    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.

 
PB
61.36+0.05(+0.08%)Sep 12 4:00 PMEDT

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