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

To: J Fieb who wrote (26730)	5/6/2000 9:02:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 29386

J. Thanks for your posts. I thought the same thought as I read this post, about NTAP being next for Cisco. When I got to the end I saw your comment on NTAP. CISCO seems to be trying to go the Gilder route, so anything that would pull that stategy together would probably fit in their plan. ArrowPoint seems to be the first major move. To make such a large purchase, they obviously see it as a major building block in their strategy to move to the periphery or actually into the internet storage arena. The next extension from there would be network attached storage devices. I am sure they are starting to ramp their efforts to make it all work together, maybe with backup plans to buy Brocade or Ancor if it doesn't. We need SUN and EMC to start shipping Fibre Channel switches in force so it gets the ball rolling and drives costs down. Lower costs will help FC Switching battle SCSI over IP more effectively. I am no expert on this of course. Just my thoughts. Joe P.S. I know Lucent showed some FC interest with Vixel and Gadzooks, is there any evidence at all that CISCO is even studying the possibility. That fact that a key player at CISCO is the biggest shareholder of Brocade, is noteworthy. Maybe they are holding their cards close to their chest on this one, with plans for Brocade.