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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST

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To: Tony Viola who wrote (87482)8/31/1999 4:53:00 PM
From: Pigboy  Read Replies (1) of 186894
 
*OTOTOT*

Hey Tony,

yes, Fibre Channel is still rocking. have you seen Emulex's stock price over the past year and a half. Incredible...and they make Adapter Cards!!! i wish i personally owned them, but never took that plunge. Ancor has been doing well for me though. From what I hear about them is that they should be cash flow positive starting ~October. Hopefully they catch up to Brocade in revenue sometime next year (and stock price! ;-) because they have the largest oem i believe for storage in Sun (should start to see switch volume to them next quarter for the first time). nihil might even like Ancor. ;-)

on another note, i have heard about two companies that are very small that make Optical chips. Will be used in future routers, switches. One is public, LUMM, and the other is private...Bookham, I believe. Both have connections to Cisco I believe. Know anything about them?

thanks
pigboy
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