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: Technocrat who wrote (25172)	12/10/1999 10:03:00 PM
From: George Dawson	Respond to of 29386

"Assuming that SAN will become widely adopted in the next two years, which disk drive stocks should move out? Any opinions? Ken H. came from WDC so he must know the territory. Seagate certainly looks attractive." Kurt, I agree with you, especially after Seagate acquired XIOtech last weekend. They have the SOA drives, software, and now a storage server that can build a preliminary SAN without a switch. As you pointed out they also probably have good familiarity with the SAN software companies due to their equity position. I don't know what their sales network is like - but IMO they could easily become an end to end SAN company as a way to sell their disk drives. George