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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: Eleder2020 who wrote (27036)5/18/2000 9:17:00 PM
From: Eleder2020  Read Replies (1) of 29386
 
SUN reiterates single source OEM and that OEM is Ancor.
SUN has been pushing the SANs in a box from the beginning -
Seems like the chicken will come home to roost in a positive way for SUN as this theme was pounded home by alot of Speakers as well as SSB reps. SUN turnkey solution the equivilent of a SAN in a box.
Scott McNealy was quoted more then once with his comments about the network being the focus replacing the importance of the PC as the BOX.
Servers were also diminished in alot of talks and in panel discussions including EMC's where storage networks become king.
Nobody would go as far as saying storage would replace the LANs or slug it out with them for dominance of networking. I think SUN comes the closest to thinking that might happen- The feeling was that this battle won't take shape for another 5-6 years as all topologies will have their place and co-exist.
10Gig Ethernet was pooh poohed by storage vendors as more smoke then fire and again years away from working out problems to make storage viable on GE which took FC that long to work out.
Sun would not expand on their June 14 storage announcement with any specifics or on any scope and wouldn't give storage estimates.
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