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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: contax who wrote (1576)	11/4/1999 3:47:00 PM
From: w2j2	Read Replies (1) \| Respond to of 4808

<off topic>Karim, thanks for the kudos. I must tell you that because my portfolio comprises over 20 tech stocks, I do not always understand their technologies in depth, as others do. Also, I am not in a tech field, so my first hand knowledge is limited. On the other hand, I have done pretty well in my investments, so you do not have to have a degree in EE to invest in good companies in a growing field. I do not know whether VXworks is in Ancor products, but I doubt it. I would have made note of it sometime over the last 3 years. Software is a very important part of these switches. Witness the VRTS-BRCD announcement today. Brcd may well be in front of Ancor in software, but I do not know. I do think that having switches that are software upgradable is important. I think as the game plays out, BRCD will try to upstage Ancor in software. Wind is a great software play, and the only bargain I can find right now. Cree Research is one of my favorites...no competition...I will have to look up digital lightwave...wj