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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: George Dawson who wrote (1192)4/29/1999 10:59:00 PM
From: w2j2  Read Replies (1) of 4808
 
George: Everyone interested in FC should listen to the Adaptec conference call 800-633-8284, #12021571. Skip to the questions. I think they explain why Adaptec and 3Com are not actively pursuing FC. They say UltraSCSI is very competitive on transfer rates, and rapidly getting faster, whereas FC is not progressing in speed. They also talk about major interoperability and backward compatability problems with FC. They claim the market for FC is currently only high-end, and the NT market will not be there at least for 2 years, until Windows 2000 becomes mainstream, if then, depending on MSFT. Also, FC awaits the NGIO/FutureIO war. They do not predict the future beyond 2 or 3 years, but in the short term, they call the FC choice "awful", and laugh it off. wj
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