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Technology Stocks : The New QLogic (ANCR)
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To: KJ. Moy who wrote (28138)12/4/2000 10:10:07 PM
From: Eleder2020  Read Replies (2) of 29386
 
>>They are light in SAN management software arena. They have to depend on the Veritas, the Legato, etc.<<<

KJ -you said it exactly the way they said it - SUN needed to be less dependent on both those businesses as the SUN hardware seemed to becoming the commodity- The conference was heavy on software and SANs management- Troika Networks had a lot of Buzz.

Ed
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