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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: John E. Mansfield who wrote (23271)7/11/1999 1:13:00 AM
From: Technocrat  Read Replies (1) of 29386
 
> Ancor is well positioned for now, but may be marginalized as the true
> value added services become more software services centric

I agreed with you comments until I got to the
last sentence. This is where I take exception.

My opinion is that SAN development will resemble
WAN/LAN evolution. In the old days, we used BBN
contraptions to move IP packets around ARPANET.
There were essentially little computers and "software
centric" to coin your term. As the speeds started
to pick up, then Cisco routers became the way
to go. As the speeds pick up even further, then
IP switching becomes necessary. I believe the
same will happen with network storage. FC rides
the boundary as being both a networking and a storage
technology.

Assuming Ancor and Brocade can get the costs down,
I suspect the FC hub makers are in for a rough time.
I think this conclusion was amplified by Slapshot
a few weeks back. Ancor stuck to its knitting and
skipped hub development entirely.

What I think what EMC plans to do is pick up the services
part of the business. In other words, they are
putting a bullseye on the service divisions of IBM
and HP. They want big companies to outsource the
whole storage/computer room operation. EMC has
software plans to allow for remote monitoring
of Storage Area Networks the same way companies like
Lucent and Ciena monitor high-speed backbones for
WANs. No question that EMC's high margins rest
on their software products and the big picture.
It is a super company!!
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