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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Nine_USA who wrote (26725)	5/5/2000 3:22:00 PM
From: Joe Wagner	Read Replies (2) of 29386

"As traffic on the World Wide Web explodes and electronic commerce at companies such as Amazon.com Inc. surges, the need for smooth delivery of Web pages to users grows as well. ArrowPoint's three products, known as content switches, do just that -- efficiently bringing Web data to users by means of advanced software. ``The idea is to take all this traffic and be able to balance this data load across multiple (computer) servers" Is buying ArrowPoint, Cisco's attempt to get into storage without using Fibre Channel? I sounds like the battle lines are being drawn, with SUN and EMC on one side and CISCO on the other. Joe P.S. It is interesting that Lucent is getting into Fibre Channel, but not Cisco. Maybe I will sell the rest of my Cisco.

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