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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 3:59 PM EST

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To: Pigboy who wrote (26746)	7/2/1999 10:45:00 AM
From: DownSouth	Read Replies (1) of 77400

On a different topic, I was going to ask again what many of the CSCO die hards in here think about Fibre Channel? Does Cisco have plans in Storage Area Networking or will they just let the market take these valuations to the moon before they actually make moolah (ie. little players Brocade and Ancor are still not even profitable or making that much revenue) to take them out or compete? Is the same thing happening here that happened with the ATM switching vendors in their beginnings? Pigboy, you changed subjects in mid sentence. You went from "fibre channel" to SAN. Fibre channel is an enabling technology, replacing SCSI for larger storage subsystems. It is being implemented in TB subsystems by NTAP and EMC. SAN, otoh, is a storage paridigm, competing with historic server disk arrays and with NAS (network attached storage). EMC is the SAN gorilla; NTAP is the NAS gorilla. Have a look on both threads for some good articles about future growth. There is a site at Dell (they repackage the NTAP solution) with some worthwhile white papers. Go to the NTAP home page (www.netapp.com) for some really good info. Interestingly enough, Don Valentine is the COB of NTAP. Mr. V was COB at CSCO for a while, now sits on the board. The CFO of CSCO is on the NTAP board. CSCO knows what is going on, for sure. Storage is not their core compentancy.

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