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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: mthomas who wrote (1750)	12/7/1999 8:42:00 AM
From: DownSouth	Read Replies (3) \| Respond to of 10934

M, help me understand. FC components are an integral part of SAN and NAS products. So are you saying that investment in the SAN/NAS players is a better investment than the FC industry. If so, I completely agree. FC is a standards-based commodity that will have only temporary leaders (princes). FC itself will be victim of a constant stream of discontinuous innovations, ie, 10G e-net, imo. FC is comparable to the disk drive industry, which is in constant turmoil with very thin margins.