The New QLogic (ANCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Andersen who wrote (25942)	2/2/2000 8:16:00 PM
From: Craig Stevenson	Read Replies (2) of 29386

David, I guess we will have to agree to disagree on several issues. 1. While it is true that some new technologies have a very short half life, storage related products tend to have relatively long lives. Witness SCSI, and even IDE. Enhancements have been made along the way, but these technologies (along with Fibre Channel) are going to be around for a long time. 2. Brocade is already making money. None of their competitors are. That gives them a major advantage. 3. IBM and others have made a TON of money on proprietary systems. Initially, at least, SANs do NOT require a lot of interoperability. 4. I do believe that Brocade is the gorilla of FC, at least until proven otherwise. Perhaps it is just my nature, but I NEVER underestimate the competition. Craig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next