SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Son of SAN - Storage Networking Technologies
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: w2j2 who wrote (1208)5/2/1999 3:11:00 PM
From: George Dawson  Read Replies (1) of 4808
 
Walter,

I'm not so sure about it. There are some interesting parallels between the way FC is developing and GE development. The main differences were the shorter ramp up and the fact that many people are able to build GE ASICs.

On the FC side the forecast for RAID suppliers alone is 45B alone by 2002. There are recent successes by EMC and IBM GS. All the big companies including chip makers, integrators/networkers, and PC makers know that the storage side is where the business is and will be moving to get a piece of that action. I see it as one of the main driving forces of the high tech industry at this time.

George
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News