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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: J Fieb who wrote (376)2/22/1998 5:16:00 PM
From: Douglas Nordgren  Read Replies (2) of 4808
 
<<Do you think one-stop FC shopping is critical and will drive more M and A ?>>

J,

To take a cue from Edwin, if you consider Fibre Channel's FC-4 layer as "equivalent to APIs in microprocessor software," then technically and standards-wise, Fibre Channel devices should be interoperable with each other, just as software that you purchase for different versions of Windows should work with your other Windows apps since they are written to the same APIs (ha). What the FC industry needs to avert is the situation where a CPQ NT FC SAN won't work with other non-CPQ FC products.

If the industry understands that FC is a standards-based open-systems market, then one-stop shopping comes under the provenance of Marketing. It is an attractive drawing card, but I don't think it is critical to selling product. I think product interoperability and services will distinguish the market leaders in the years ahead, regardless of who buys whom for what.

What's next, Brocade buys Gadzoox? (Don't they need a Public Loop Switch?) <g>

Douglas
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