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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: Greg Hull who wrote (17919)	9/2/1998 3:36:00 PM
From: George Dawson	Read Replies (3) of 29386

Greg, I think the initial application of DWDM will be in the WAN. Conceivably an FC SAN or LAN could send/receive data over this configuration since DWDM devices are protocol independent. Large FC switches and fabrics can give you as many channels as you need. The main constraints to fast data are bottlenecks in the LAN (adapter throughput) and SAN (disk uptake). Remember that the SAN market is currently based on FCAL, which is a shared Gbps environment. I think you will also see more experimentation with all optical switching in the LAN, but implementation is a long way off and they (like FC) also have to battle the ATM/SONET market share. George D.

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