Son of SAN - Storage Networking Technologies 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 : Son of SAN - Storage Networking Technologies

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe Wagner who wrote (1952)	5/11/2000 12:05:00 AM
From: Joe Wagner	Read Replies (1) of 4808

Cisco is running on Internet time, and is already closing the gap. It is like a tiger on steroids tracking it's prey. It is heading in a certain direction here. Fibre Channel vendors have to run on Internet time or their lead will be put in jeopardy. The move by Qlogic and Ancor addresses this issue. Qlogic and Ancor can help EMC, SUN, Dell, Compaq, and all the other storage networking companies to pull together the FC technology necessary to stop Cisco in it's tracks. This could even help Nortel and Lucent against Cisco if they back EMC, SUN, Compaq etc... I think the Ancor Qlogic merger guarantees them a bright future in Infiniband, and FC future looks great too, if they can keep things on track and the momentum accelerating. I am hoping someone out there will tell me I am totally wrong about Cisco's interest in Data Center SANs. That CISCO is only connecting FC SANs with the 10GB Ethernet. Based on the Qlogic conference call, FC still has a 4 year lead over ethernet in the SAN. But time is ticking. Go Ancor, Go Fibre Channel!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next