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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: George Dawson who wrote (23164)	7/3/1999 8:29:00 AM
From: Starowl	Read Replies (2) of 29386

George: Very interesting article on I/O development with perhaps important implications for the future of FC. Adaptec, an I/O systems leader, decided last year to devote a good bit of its R&D effort to future I/O systems in lieu of FC. It transferred its FC product line completely to JNI but maintains an equity interest and has taken a position that FC is not the future. But with the recent attention being given to FC companies, we will see whether or not that was a smart move. Nonetheless, I suppose a new generation of I/O systems could indeed bypass FC in several years time. On small part of the article alludes to this: "With Future I/O there really won't be a distinction between a storage area network and network-attached storage systems. There can still be a separate network for storage systems connecting to servers, but these will connect through a network link rather than alternate systems such as Fibre Channel." Investors have to catch the wind. That's why I now have positions in several FC/SAN companies as well as Adaptec. Bandwidth and storage are getting well deserved attention these days. Starowl

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