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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: Smart_Asset who wrote (20056)	1/10/1999 8:42:00 PM
From: KJ. Moy	Read Replies (1) of 29386

Tamson, <<<My question to you and others is: What industry is next in line in terms of need for implementation of fibre channel solutions in the san?>>> I think you are asking what application is next. Anyway, graphics is in desperate need of faster access and guarantee delivery which ethernet is lack of. So, we are seeing the first SAN application is in the graphics arena. The next application I think is Internet host contents arena. It allows individuals to market his/her ideas on the internet. Host contents providers are like marketing companies to these small businesses. Couple years ago, Internet started to explode and continue to do so into the forseeable future. Servers/storage relationship will exist for a long time to come. Example, SI founders started a free website for us Internet junkies and sold the business for millions. Everytime you hit the read button, there are many read/write access from servers to storage. Many access bottlenecks are created because of business like this. They are in desperate needs of faster access and more and more storage space. SCSI and Ultra SCSI may have a little bit more to add. But the clear winner is FC. What's also in line? Any business are looking into how to translate some of their processes into 'faster' 'ease of use', 'eliminate head count'. I am not talking about companies which are already in the Internet business. I am talking about 'ANY' business. For example, order processing of a haircare products company. The company can let retailers to have internet access to their order processing system and order direct. What this means is that more storage and faster access are needed. FC is the enabling technology for SAN and is taking center stage now. Ancor is in a very good position. KJ

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