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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: Starowl who wrote (23179)	7/3/1999 1:16:00 PM
From: George Dawson	Read Replies (1) of 29386

Starowl, Thanks for the consolidating good links about these competing technologies on the same page. I agree with your analysis on the time frame. I also see some pure optical technologies as competing, but the market driver seems to be the incredible cost effectiveness of magnetic storage. The companies behind the new I/O can probably make changes faster than the FC start up although there is some overlap. This overlap might allow them to slow down ongoing development of faster FC components. The market balance seems fairly delicate both between the competing companies and New I/O vs. FC. George

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