Walter,
<<Finally, if FC wins the mind share game over the FUD that Cisco is spreading about vaporware ethernet for the SAN, then Cisco will simply buy into the FC space>>
Very good point. The more educated the investment communities are, the more willingness for them to invest in FC companies. CSCO commands full attention in the WAN/IP arena. The Cabletron, the 3COM, if they want to sell WAN products, they better make them compatible with CSCO's routers. It is not the case in the storage space, CSCO has no products to compete with the SUN, HWP, EMC, IBM, etc. A system with this magnitude cannot be created in a vacuum. No matter how great (highly doubtful) their new GE switch happens to be, without other products to connect to, it is meaningless. Vaporware is the right word.
KJ |
