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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: Douglas Nordgren who wrote (26090)2/12/2000 7:51:00 PM
From: J Fieb  Read Replies (2) of 29386
 
Douglas, I found it gratifying to know that owners of SUNW have to worry about serious things (Linux, Serverless this and that , NT ), that EMC holders should stay up nights worrying ( About NAS plans, margins, SUNW). There is no easy path. Guess I'll just sit in these FC seats until '03.

Got the March Red Herring today....
They put Oracle, and Informix into the storage biz,but we seldom talk of them. Any thoughts on them and SANs, NAS?

Comapny employees

Oracle 43,800
SUNW 26,877
VRTS 2,800
STEK 8,700
IFMX 4500
HDS 2,500
Sancastle 25 NOTE; March ship date for 8 port switch. THese guys are in the SAN biz, but the switches are based on Gigibit Ethernet.......How is this going to work?
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