With regard to Network Appliance, CIBC is worried about what it sees as an apparent loss of momentum, as evident in a lacklustre response to industry efforts to forge a NAS-compatible DAFS (Direct Access File System). DAFS has been viewed up to now as a key technology for next-generation NAS appliances (see DAFS Debuts). "Its not quite a non-starter," says Mansky, but weve been disappointed by the lack of broad industry support for it.
The major roadblock stopping DAFS moving forward is Microsoft Corp. (Nasdaq: MSFT), according to Mansky. He says the software company deems the new technology to be competitive with its roadmap and plans to use its operating system to create its own generic platform for the NAS market.
Microsoft was unavailable for comment on this subject.
With respect to QLogics second quarter (ending October), CIBC revised its sales and EPS estimates from $88.5 million and $0.21 to $78.6 million and $0.17. For the year (ending March 2002), it adjusted sales from $368.5 million and $0.89 to $330.1 million and $0.78. Its 12-month share price target has been cut from $0.52 to $0.32.
Despite the gloomy outlook, Mansky maintains a Buy rating on all three stocks. He says he expects the sector to make a U-shaped recovery early next year. The recent strength in the storage sector transcends mere short covering and represents the first positive money flow into the sector in recent months, he asserts. As corporate budgets are formed... we believe storage solutions will garner a larger piece of the IT budget.
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