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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: George Dawson who wrote (25142)12/8/1999 7:18:00 PM
From: J Fieb  Read Replies (1) of 29386
 
Now that the INTC ANCR dots are firmly connected some of some may want to listen to this INTC webcast from the IDF...........

developer.intel.com

Somewhere in this talk are some numbers like 20 million servers a yr. to help build the internet and they will all
use this new Intelliband switch??

I have the transcripts of the FCTC only many of the talks didn't get scripted...........not SUNW or ANY of ANCR's :-((((

But Legato's talk was by Randall Johnson who went right to the book often quoted by Gilder.......... "The Innovators Dilemma" that was written by Clayton Christensen, who lays out the characteristics of whether technologies are sustaining or disruptive. After some qoutes from this book he evaluated FC in this regard............"Open storage networking exhibits at least three characteristics of a disruptive technology"....................

Thanks for the first hand reports of the SSB conference.
Did you ask if they will start coverage of ANCR someday soon?

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