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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (32988)	7/16/1999 6:47:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 33344

what will be the new bottleneck that people will be willing to spend premium $ to overcome? I can almost hear the GTW accusers/police at my door . . . but here goes . . . The next bottleneck will be actually in two areas. 1)Storage Area Networks (SANs). Until a directory mining system (lets call it an "internet operating system") is devised that correlates data across server farms and the accompanying SANs (lets just say that GIS related companies are going to do very well – send me a private note if you want to know more), finding all that glorious data that broadband allows use to effortlessly ship around the planet at the speed of light will be difficult. The folks at Novell seem to be off to a great start. In the first stage of this problematic process we have seen EMC rise to the occasion in solutions as well as stock price, but EMC is really only scratching the surface when it comes to complete functionality given the coming broadband capacity. Fiber Channel seems to be a piece of the puzzle, but I have been hesitant to place any capital in those sorts of companies because the standard is really just emerging – the standard and the technology has had some road blocks namely 200 megabytes per second. If you want to look at some fiber channel related companies try these . . . ANCR, BMCS, BRCD, CMNT, DGN, EMLX, Gadzoox, (private), HWP, JNI (private), LGTO, McData (Private), NTAP, ALGC, VRTS, Vixel (private). What we will someday see emerge is an “Enterprise Area Network”. WHEW! Got through that one without obvious connections to GTR. 2) Undersea Cable. This is already a problem. When Asia finally gets back on its feet we will see an incredible growth in global demand for bandwidth. GBLX is my favorite because it is a pure play plus owns most of the equipment on the planet that actually lays the fiber on the ocean floor. Can you say gatekeeper in two ways! First they will make bucks off laying cable and then they will make huge sums of the green stuff (no, not seaweed) from selling capacity on their own lines. What you say? Competition? No. traffic is ramping so fast that the existing cables are full and all the cables contracted are basically sold out too. And the funny thing is that for every 50% cut in prices, demand MORE than doubles. Now that is a good business model for those of you out there studying case history in B-School. Anyway, I could go on but its Friday and time to have a cream soda. HEY AB! WHERE DID I PLAGIARIZE THIS FROM, IT CERTAINTLY WAS NOT GTR. Boy am I grouchy today.