Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: KJ. Moy who wrote (23080)	6/29/1999 11:21:00 AM
From: John E. Mansfield	Read Replies (1) \| Respond to of 29386

KJ - I have having a difficult time rationalizing multi-sourcing of switches. If SANs parallel WANS, single or at least primary sourcing will become the norm (Level3/Ascend, Sprint/Cisco). In my opinion, the camps that are forming will become more integrated irrespective of what Clarion says. Would make for some interesting forecasting for our favorite little switch vendor. What is your take on JNI and StorgeTek? My recollection is that StorageTek was a Brocade shop but JNI was affiliated with Ancor. John

To: KJ. Moy who wrote (23080)	6/29/1999 11:27:00 AM
From: Technocrat	Read Replies (3) \| Respond to of 29386

KJ, I was surprised by your remark that IBM needs more presence with Unix. I would say that IBM has a very strong lineup regarding parallel computing with Unix clusters. Their only competition in the number crunching world (e.g., computational fluid dynamics) is SGI that I am aware of. Sun's machines are not all that fast for floating point. I am ignorant about Sequent and what their line has to offer IBM. Is there an architectural advance? In my mind I always categorized Sequent as a niche player like a Tandem. Kurt