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To: Peter Sherman who wrote (12395)12/8/1999 12:18:00 PM
From: JRH  Read Replies (1) | Respond to of 54805
 
something buried in the NYTimes this a.m. about upcoming Sycamore announcement re:light switch - a discontinuous innovation? -- implications for ANCR, BRCD??

Peter:
If I might interlude, I think that SCMR's new light switch has more implications for the networkers, ie Cisco, Lucent, etc., than for ANCR and BRCD, who make fibre optic switches for storage area networkers (SANs). However, I don't know enough about SCMR's new product to comment on its innovation...

BWDIK,
Sir Chartmeister