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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Eleder2020 who wrote (25129)	12/8/1999 11:58:00 AM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

I really got the impression that SUN believes the SANs business will be bigger then the server business for them -The internet SANs is an entire Infrastructure play for them -A place where they have a chance to dominate the SANs backbone- the solution and all it's components that run the SAN off the internet. The SAN is the Network they want - To them the SAN is the KEY to success and growth of the internet-a place where you will run multiple functions off your computer at the same time ALL RUN OUT OF STORAGE- For instance -you go online rent a movie- while it's loading up your off looking at a J. Crew catalogue - but first you want to check your credit line at a VISA sight to see how much you can buy from J Crew- All run off Stored Networks from each of these sights- I beleive the strategy for SUN is to get as much of the internet running out of the SANs as possible. Take the rented movie from the SAN's - Well now you have this rented movie- Where you want to run it -Load it onto your unintelligent NAS device and now you can watch the movie and do your bookeeping and the bottlenecks are all gone and it's all running seamlessly- Jeff Allen from SUN simplified it as much as he could on how it should run and there thinking is definately toward the future- THe N in SANs just doesn't exist right now- There are no standards - little co-operation with everyone doing there own thing but SUN believes this can all be worked out on JIRO where all the heterogenuos environments meet on the same platform. So if a Gadzoox hub from company A is contacting an Ancor Switch from Company B on Jiro you can build a link for the 2 devices to work together where they wouldn't interoperate before- Again this is way over simplistic but it is where sUN is pushing for SANs to go- Speed up the process- Open up the standards and let's move this thing along- SUNW was impressive- Too them it's the future, the platform is the internet and the Network is the SANs and they look like they are picking up steam. They may get much bigger then they already are - Ed