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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: Mark J. Hardie who wrote (25071)12/7/1999 7:28:00 PM
From: Leeza Rodriguez  Read Replies (3) of 29386
 
High five to all the longs, especially the old, rode-to-$40-down-to-$1 longs (Spring 96 crowd). A big kiss to Steve OHara too?

Question for Mark Hardie:
Can you point the way to the reference where George Gilder slammed fc? Wow, is that true that he called it a fad? !!!

That pretty much blows my mind because Gilder wrote a passage in one of his 1996 tekkie letters which _underscored_ the reason WHY fibre channel is going to be a significant technology for the next leg up in this erevolution. In 1996 Gilder said that the bottleneck was moving from the Network to the I/O Interfaces. I thought that was pretty dern profound (you have to remember this was 96!) and likewise held my ANCR shares (because of Gilder!!)

And now he has proclaimed fc a fad? huh? Am I understanding that right? Check out the last line of Gilder's newsletter text:

George Gilder (July 1996 newsletter) :
'From telephone and computer networks to microprocessors and software, today's information economy is brimming with obsolescent
architectures based on scarce bandwidth, free transistors, and free watts. The new paradigm will be based on the runaway expansion of
bandwidth, outpacing Moore's Law by at least a factor of ten. But watts will become scarce, from lithium batteries feeding mobile
computers, digital cellular phones and undersea fiber amplifiers, and solar power fueling satellites. The bandwidth bottleneck will move
FROM THE NETWORK TO THE BUSES AND I-O INTERFACES of the computer and no outpouring of watts will suffice to dissolve
it.'

Leeza Rodriguez
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