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

To: George Dawson who wrote (26711)	5/4/2000 6:17:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

From ADPTs site....... MILPITAS, Calif. - April 27, 2000 - Adaptec, Inc., the global leader in innovative storage solutions, (NASDAQ: ADPT) today announced financial results for its fourth quarter and 2000 fiscal year which ended March 31, 2000. ............. .................. In addition, Adaptec announced yesterday the formation of the Storage Networking Solutions Group, which will focus on the emerging storage fabric needs of its customers. Networking and storage technologies are beginning to converge. A new storage fabric marketplace is emerging where storage devices are connected directly into network-like fabric. Adaptec will focus on bringing new levels of functionality and interoperability to our customers with Storage Area Network initiatives in Fibre channel, Ethernet, and Infiniband. SOunds like ADPT wants to focus on what ANCR HAS been focusing on already To complement the Storage Networking Solutions Group, the company has combined the Host I/O and RAID products group into the Direct Attached Storage Group. This group will continue to focus on providing the "inside the box" I/O devices. Adaptec is known throughout the industry as delivering interoperable, reliable and scalable products that have been rigorously tested. With one of the most advanced Compatibility Testing Labs available, Adaptec has earned the reputation of delivering the promise that "It just works". And this ....... MILPITAS, Calif., - April 26, 2000 - Adaptec, Inc. (NASDAQ: ADPT), the global leader in innovative storage solutions, today announced the formation of a new Storage Networking Solutions Group which will bring to market storage fabric solutions for the storage area network (SAN) marketplace. Customers' needs for storage are changing in response to the explosive growth of data brought about by eBusiness and the Internet. Customers now more than ever need lower cost of management, increased data availability, higher performance and simplified storage scalability. Multiple storage fabric architectures are emerging in response to these needs where storage devices are connected directly into a network-like fabric. "We're seeing increasing demand for storage fabric solutions which solve specific sets of customer requirements. Adaptec will provide a variety of storage fabric solutions, each technology solving a set of customer needs in the existing corporate marketplace and in the fast growing Internet infrastructure market," said Bob Stephens, president and chief executive officer for Adaptec. "No other company in the industry can bring to market the breadth of customer solutions that Adaptec can offer." Adaptec is dedicated to bringing new levels of functionality and compatibility to storage fabric solutions, as the company has done with SCSI, RAID, and networking hardware and software. The company currently supplies every major PC server OEM with storage I/O solutions, and commands a leading market share position in the distribution channel in both SCSI and RAID. All Adaptec products undergo rigorous interoperability testing with hundreds of systems and peripherals in the company's Compatibility Test Lab, and are backed by leading edge technical support. The company will leverage its I/O market leadership and strengths to provide storage fabric solutions for both ends of the wire, including storage fabric host adapters and storage fabric appliances. Faye Pairman, vice president and general manager, assumes responsibility for the Storage Networking Solutions group. Ms. Pairman joined Adaptec 7 years ago and has held several senior management positions at Adaptec. She was instrumental in building Adaptec's SCSI and RAID channel business, and spearheaded the alliance between Adaptec and Agilent Technologies, Inc., announced in January, wherein the two companies are co-developing, marketing, and selling Fibre Channel host bus adapters for Windows NT-based servers. Ms. Pairman holds an MBA from the Harvard Business School. The Storage Networking Solutions organization will complement the Direct Attached Storage Group, which is responsible for extending Adaptec's SCSI and PCI RAID controller market leadership. The Direct Attached Storage Group continues to meet customers' needs for storage I/O solutions "inside the box". Adaptec is a market leader in host-based RAID controllers, and offers a complete line of products ranging from low-cost RAID to Ultra160 SCSI and Fibre Channel RAID for the most demanding server environments. Adaptec continues to lead in high performance host bus adapters with strong brand recognition by both channel and OEM customers. The company continues to gain market share in this business by being first to market with Ultra160 SCSI host bus adapters. The roadmap brings the introduction of Ultra320 technology later this year. I guess the writing is on the wall for ADPT. If they can't play in the Iband they are of historical interest only? If they were such visionaries they should have seen this fabric coming a long long time ago? Never dull in these seats. Lets see what next wk brings.

To: George Dawson who wrote (26711)	5/7/2000 7:15:00 PM
From: Douglas Nordgren	Respond to of 29386

The FC folks need to respond early and hard to this challenge if it looks real. I agree, George. For numerous reasons, both technical and political, 10 Gigabit Ethernet has faltered in its assault on the long haul optical networking market against ATM and SONET. The focus has shifted to invading the short haul MAN & SAN markets for now, and the long haul carrier market later. The recently formed 10 Gigabit Ethernet [Marketing] Alliance has Vendors planning to roll out the first 10 Gbit/s Ethernet switches within a year, well before the IEEE 802.3ae task force has completed work on the standard. Some key issues in the 10 Gbit/s Ethernet standard have yet to be ironed out. The proposed standard aims to cover transmission distances of up to 40-kilometers using single mode fiber. The IEEE is still debating whether to adopt Ethernet or Sonet encoding for the physical layer of its standard. The IEEE may adopt both - the former for data centers and the latter for carriers. Work on the standard at the Institute of Electrical and Electronics Engineers (IEEE) ieee.org won't be completed until early 2002. Founding members of the Alliance include Extreme, Cisco, Intel, Nortel, Sun, and World Wide Packets. In the meantime, The Alliance aims to speed up market acceptance of 10 Gbit/s Ethernet technology by demonstrating the interoperability of products and promoting its use at conferences, trade shows, and gaining trade media exposure. The recent spate of articles spun around the issue of 10GbE vs FC for the SAN is just the beginning. So far, CSCO seems to be the most vocal proponent. I notice that no comments from the FC vendors is ever included in these pieces from so-called trade journalists (flacks). It wouldn't take much effort on the part of the FCIA to redress this imbalance. In this case, silence could be leaden. Douglas