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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: J Fieb who wrote (2226)9/12/2000 4:21:09 AM
From: Gus  Read Replies (1) of 4808
 
You're welcome, J. No, I'm not in the storage business, but I have been following it for a long time.

Was hoping for more definitive HD/2G FC links, but I think the HD is slow like the rest of the digital video revolution.

I've watched many companies prepare for the digital video revolution in the early nineties, the mid-nineties and now at the turn of the century. That means that I've seen a lot of companies in turnaround too -- Tektronix, Ampex, E-Mass, Storagetek etc. <g> It's a very tough market.

Now, it looks like the entire entertainment industry is going on strike next year so that may even push the FCC's mid-decade drop dead deadline on HDTV conversion even further back.

You are right, though, to point out that the companies who populate the global post-production supply chain are the natural early adopters of gigabit technology like Fibre Channel and Gigabit Ethernet. One player to watch is ATT's Liberty Media, which is in the process of consolidating a lot of those capital-intensive post-production shops.

Regarding 2Gbps FC, you'd be surprised at how slow the actual corporate customer uptake is regarding new technology. These are generally very smart and sophisticated buyers with multi-million budgets who know how to wait for new technologies to stabilize in order to assess the strenghts and weakness of those solutions. That's good in the way because the inexperienced vendors who try to snow the market with fancy press releases short of facts -- typically in an effort to pump up their stock --tend to be short-listed out of contention real quick.
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