Happy Belated New Year all, even all those with enough nads to short this wonderful company. You bought my presents this Holiday. ;-)
Cheers,
pigboy
Here's more from that CNBC interview--courtesy dan4ancr from a Yahoo post
messages.yahoo.com
<<<
CNBC host: "The theory about the Internet is, 'You have all these websites, how are you going to store them.'"
David Bayer : "Yes, there is an interesting emerging opportunity, we talked about it last time with Veritas, in managing the data. This (Ancor) is managing the data at the hardware level, using something called the Storage Area Network Fabric.
The idea of the SANs, as they are called, is that you don't want to have a bottle-neck going through the server in managing all the data that is being collected for the Internet.
So you want to do a Switched Fabric to move the data to all the data servers very efficiently, and this (Ancor) is one of the two leading
companies in that. The other is Brocade, which is a very good company, but I think that this one (Ancor) has a more interesting valuation in
terms of market cap to revenues." >>> |
