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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: THOMAS GOODRICH who wrote (3866)3/15/1997 6:14:00 PM
From: George McMeen   of 29386
 
GIGABIT ETHERNET KILLS FIBER CHANNEL

I think Fibre Channel technology is in question. . .

1) in last few weeks, several companies have been unveiling GE products. techweb.com

2) network engineers more likely to stay with GE than switch to FC
techstocks.com

3) not only GE emergence, but price cutting from FC sector to stay competitively priced with GE

If I remember correctly, Interphase (INPH) is trying to distance itself (or more diversification) away from FC by moving into xDSL.

IMLO (in my limited opinion), Wall Street has questioned the future of FC. . .
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