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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: w2j2 who wrote (21833)5/17/1999 1:56:00 PM
From: George Dawson  Read Replies (1) of 29386
 
Walter,

The original deal with Bull was actually the third generation switch used for processor clustering rather than SANs. Since then ELMX had a deal with them for remote storage. To me this implies that past performance by Bull in this area might not predict the future, especially if they are ramping as soon as everyone else. If you look at their web sites, they also try to be interop with many server and storage platforms and in the end it might come down to whose switch gets used. This is actually looking like the crucial part of the deal to me.

The other recent information that is relevant here is the HDS demo at CeBit. They demoed an MKII used for processor clustering.

George
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