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: w2j2 who wrote (24951)	11/23/1999 9:17:00 AM
From: jad	Read Replies (1) \| Respond to of 29386

What companies do you see benefiting from the spread of Net-access appliances? A: There are a multitude of ways to approach that theme. From a building-block supplier perspective, the beneficiaries would include Intel, Texas Instruments, Vitesse, PMC-Sierra, American Micro Systems, and Broadcom. Sun Microsystems and Cisco would benefit from a systems perspective. The increased storage requirements from e-commerce applications would reward Cobalt Networks and Ancor. from BW