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

To: J Fieb who wrote (1642)	11/20/1999 4:23:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

J., I continue to see several strong trends that are gaining momentum that will be involved with the biggest changes in the internet over the next couple of years. 1) Optical Networking - DWDM for the Metropolitan area getting ready to explode. 2) Data Centers- outsourcing to ASPs. 3) Digital Video - closing in on ability to effectively deliver high quality video with sound over all distribution outlets, Broadcast TV, Wireless, Cable, Satellite, DSL I think items 2 & 3, the digital video and ASP outsourcing, at some point will be the biggest drivers to push the massive build out of optical networks. As optical networks get put in place and the cost per gigabyte to transmit data plunges, more and more data will move online into the distributed webhosting type data centers, as well as home network and corporate data centers. Sony has the right idea, with saying that they want to make playstation 2 the home gateway to the internet. Realistic video over the internet is what I think will eventually escalate the insatiable demand for more bandwidth and push the need for optical networks beyond even the wildest expections that we have for bandwidth today. I am not a big game player, but I think that if you are looking at getting huge numbers of people to spend a lot of time on the internet, that new types of ultra realistic interactive video entertainment (that can also be injected into work), which devices like the 128 Bit Playstation 2 provide, will eventually be key drivers to making the internet more addictive to large populations than television is or was (saying "was" makes me think how close we are to seeing the old TV model passing away) . The nice thing is you will be able to take it wherever you go, since broadband wireless is coming on strong. The digital video will be for work and play and will connect you more with world around you. It is one more plus for LSI Logic, they make some of the chips in the Playstation. Their Fibre Channel chips, and storage products are coming on strong, etc............. After reading everthing about Fibre Channel for several years now, I believe that as Fibre Channel becomes ubiquitous in SANs it will take on much more clout and start to wag the dog more than ever. It is at the heart of the intelligent network, since it is what controls the fabric, or grip on the relationships between all the stored data. Joe W. P.S. Your feedback is welcome, writing out my thoughts helps me decide if what I am saying makes sense, and its fun to see if I am right as things evolve.