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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: bob gauthier who wrote (9304)	2/27/2000 10:54:00 PM
From: Gus	Respond to of 17183

...SANs aren't a new concept. They've been around in the mainframe world for a long time," points out Kris Newton, a research manager at Strategic Research. Newton estimates that 35% of network traffic already passes over SANS. What's new is the movement of storage networking down into the UNIX and [Windows] NT world. It's an attempt to externalize and consolidate enterprise storage." A recent Strategic Research report hails SANs as "the most important architecture to be adopted in distributed networking in the last 10-plus years......" datamation.com Something to to watch is that ESCON sales at McData were down 25% sequentially in the December quarter while Connectrix, which EMC does not include with McData, was up over 40% sequentially off a low base.