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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Alan Aronoff who wrote (14547)	2/19/1998 7:40:00 PM
From: MrBuzz	Read Replies (1) of 29386

Great response Alan! Its clear that the money is in the back-end enterprise servers. Why? Because that is where the content lies and data needs to get pushed, pulled, yanked, and massaged on high bandwidth channels. 1 GB bandwidth means faster transaction processing times for eCommerce applications - exactly what companies like IBM are targeting. It also means faster backend data movement for the ISPs of which IBM's Global Network is. IBM's GN used on the backup pool is an indication to me that they are toying with the idea of moving fibre throughout their secondary networks and possibly into the backbone. Its a slow migration process, I feel. When OC3 bandwidth requirements are suggested, someone needs to meet the ends. Let fibre channel be the means to those ends. Let the clusters of servers behind the firewall run on fast fibre channels with the fc adapters sitting on those loops attached to administration systems. Let the fc routers and fc hubs be prevalent on the back end to manage the clusters. ECommerce demands heavy transaction processing and i/o on the wire as well as on the bus cannot be a bottleneck. Thats something UW SCSI cannot compete with in the emerging world of ECommerce today. I think IBM sees that.

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