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

To: J Fieb who wrote (9608)	3/16/2000 3:25:00 PM
From: JDN	Read Replies (2) \| Respond to of 17183

To all: I think the big cap Techs are ROARING BACK. EMC up 7 few moments ago SUNW up 4 11/16. JDN

To: J Fieb who wrote (9608)	3/17/2000 9:15:00 AM
From: buck	Respond to of 17183

re Kumar and directors JF, I respect Kumar's analysis. He's one of the few who get it. No doubt, the director class will take most of the market revenue, probably beginning in 2001. I expect that most FC ports will be aggregated on directors in F500 sites. This is exactly what happened in the LAN business. The number of units sold will still be weighted heavily towards smaller switches, as end-users move slowly to this paradigm (assuming they don't go the other way to 10G Ethernet and NAS.) It would not surprise me if I were told that EMC does not want FL_port and/or E_port functionality right now. FL_ports would allow attachment of hubs, which could adversely affect traffic on their switch, and geometrically increase the number of interoperability tests that they would need to run to be able to guarantee their rock-solid performance. E_port interoperability is a plain mess today. EMC could probably interconnect switches today if they wanted to, but I don't think they are getting pounded over the head for it by their customers. BTW, I'm guessing on that last statement...I have no knowledge of it's veracity. My thoughts on this emerging division of the switch market are that this will follow the lessons learned in the Ethernet market: we will have a core and we will have an edge. Big honkin' switches will be in the core for a backbone, and the edge will have little switches and hubs serving less intensive tasks. Customers will demand interoperability. Indeed, it's the only thing holding the market back right now. The biggest question is who will get the core and who will get the edge. Right now, I'd put Ancor in the core and Brocade at the edge at non-EMC shops. EMC shops will be as close to Connectrix-only as possible, simply because of the trust they have built up in their customer base. buck whew...