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

To: J Fieb who wrote (1660)	11/26/1999 2:55:00 PM
From: Joe Wagner	Respond to of 4808

Great Article. I think the paragraph below fits Fibre Channel perfectly. FC is getting it's foot in the door with the SAN. fool.com This is the part I like: >>>Because a disruptive technology can't initially compete directly against the existing technology for the original uses even without taking the network effects into consideration, the only successful way to market one is to carve out a new "roaches under the floorboards" niche taking advantage of the new technology's distinctive advantages. This new niche is a market the existing technology can't fit into, and is usually too small and low margin for the existing companies to care about anyway. But it gives the disruptive technology a protected base within which to develop, and which can finance an upscale attack into the existing value network. Since the disruptive technology can eventually be made to serve the same purposes as the old technology, and it has its protected base to draw from as well, it forms a larger network than the old technology.<<<< Have a good day. Joe W.

To: J Fieb who wrote (1660)	11/27/1999 6:47:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

Wasn't Brenda Christensen the old marketing VP for Brocade, that did such a good job on getting noticed in the press? I noticed her name on this list of SNIA board members (from Nov. Brocade release). She's at a company called Troika Networks. I wonder why we have not seen her name in the press for so long? Has anyone heard of Troika Networks and what their specialty is? It might make a good IPO someday. go2net.newsalert.com Malavalli will join these other members and executives on the SNIA millennium board: Howard Alt, Legato Systems; Barbara Bardach, ConvergeNet Systems; Clod Barrera, IBM; Richard Barker, VERITAS Software; Paul Borrill, VERITAS Software; Brenda Christensen, TROIKA Networks, Inc.; Robin Glasgow, The Ferris Group; Larry Krantz, EMC; Gary Phillips, Compaq Computer Corp; Scott McIntyre, Legato Systems, Inc; Karl Schubert, Dell Computer; Brad Stamas, Storage Technology Corp; and Dona Stever, Highground Systems, Inc.