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


To: windmast who wrote (25724)1/21/2000 3:30:00 PM
From: Technocrat  Read Replies (1) | Respond to of 29386
 
Ancor was excluded because the article only addressed
the "leaders" in the respective niche markets. We are
back to the 800 pound gorilla argument which I have grown
weary of.

By the way, I read the articles closely and I strongly
disagree with the conclusions. Sun was and is the leader
in NAS. Due to latency, I do not see how SAN could
lose to NAS in the next couple of years. To paraphrase
the author's argument, stagecoaches are easier to
drive than airplanes so really big stagecoaches are the
way to go for the future...