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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Gus who wrote (3600)7/10/2001 12:42:10 PM
From: Douglas Nordgren  Read Replies (2) of 4808
 
This should come as a sobering thought for the 200 or so private companies that have flocked to storage networking in recent months.

More sobering for the VCs shepherding this flock of companies, I should think. These companies are being touted as the next EMC-NTAP-BRCD killer with the next protocol-architecture-software vessel that will sink the perennially nascent Fibre Channel industry.

To the money people like Ashok, the technology cycles are a never-ending string of loud parties on Les Bateaux Ivre of itchy capital. The party-goers are hoisting their boisterous flags while still moored to their friggin docks. Talk about hype.

I feel better now, thanks.

Douglas
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