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


To: J Fieb who wrote (27091)5/23/2000 9:33:00 AM
From: nic  Read Replies (1) | Respond to of 29386
 
The Wall Street Transcript Publishes Money Manager Interview with Keith Sabol

NEW YORK, May 22 /PRNewswire/ --Keith Sabol, Vice President of Federated
Investors examines portfolio management strategies in this timely and deeply
informative 5,400-word interview from The Wall Street Transcript
(212-952-7433) or twst.com

...

Sabol also favors Ancor Communications (Nasdaq: ANCR), "which is a next
generation fiber channel fabric switching play. Intel (Nasdaq: INTC) owns a
piece of the company. It has corrected pretty substantially early this year
from past year highs. And out 18 to 20 or so months, we see pretty
substantial upside potential, at least double on those shares. So we're very
optimistic about the prospects for Ancor."

...



To: J Fieb who wrote (27091)5/23/2000 5:00:00 PM
From: Joe Wagner  Read Replies (1) | Respond to of 29386
 
Everyone likes to blame Greenspan for the market going down. But imagine if he had done what they wanted, and not raised interest rates for the last six months. We would be driving into a hairpin turn at 90 miles an hour. Greenspan doesn't directly control rising gas prices, or world demand for resources, or labor shortages. He knows that controlling the money supply is the way to slow down demand indirectly so supply can catch up with demand, so we don't crash the economy into a recession or depression. Kind of like slowing down a car going into a turn. The people that hate Greenspan want to keep it floored through the turn (cause you can never go too fast through a turn on the infohighway) and not watch the road ahead. I think that we are reaching a peak in interest rates. If the indicators show inflation falling and demand slowing, I am sure the interest rates will start to come down again. But at this point we don't know how sharp of a turn it is, or how much more braking is necessary to keep our wheels on the road. I hope the economic indicators start turning in our favor, and show us that the turn is opening up and we can start accelerating again, not getting sharper where we have to keep slowing. The only scary thing is what if it is a hair pin turn and like in the movie "Speed", if you go under 50 MPH you blow up the bus. The outlook would become rather bleak, but I don't think that is the case here.

Joe



To: J Fieb who wrote (27091)5/24/2000 9:30:00 AM
From: J Fieb  Respond to of 29386
 
Here's evidence of what JIRO will do for storage. From the JIRO bb

Hello from Melbourne Australia,
We are evaluating Jiro as a candidate technology to supply the ?plumbing? behind a new version of our integration product. Things like ORBS, EJBs and Application Servers have been rejected because they are too heavyweight and add prerequisites for potential customers. We?re looking for a lightweight infrastructure we can use to glue the pieces of our product together, relieving us of the stress of writing a distributed networking layer and letting us concentrate on the code that does the actual work. We?d like this infrastructure to supply basic (and extensible) features like transactions, logging and security, so Jiro seems to match our needs nicely.

Over the last week I?ve read hundreds of pages on Jiro, Jini, JMX and FMA, and my head is swimming with new acronyms. Some of the terms like ?federation?, ?domain?, ?station?, ?management server?, ?services?, etc are used in overlapping ways that confuse me. I?m having trouble trying to relate Jiro and FMA terms to the proposed structure of our new product. I?ll give you the barest idea of what our product does, then I?ll try to compose some questions.

Our product falls into a 3-tier structure -- The low level consists of Java ?drivers? which sit on various machines, their specific job is to suck data in and out of a wide variety of databases and files, transform data and send it in and out of sockets and MQ queues. They do the hard work -- The middle level is a manager that owns a set of drivers on multiple machines that are working together -- The top level is a kind of operator console where the groups of drivers are monitored and controlled.

The Jiro model is advertised as being 3-tier: (1) Client (2) Management services (3) Managed resources. This seems to match our product model nicely, but when I look at some sample code (like the StopWatch), I can?t relate what?s happening there to our product.

* How do ?stations? and ?services? relate? Does a station contain services? Is a station an actual program or simply an abstract name?

* StopWatch is a ?service?, which I thought was the middle tier, so why does it do the actual work that I thought would be done by a bottom tier program?

* I thought that bottom tier programs (the Managed resources) had to be written according to a Beans-like convention, but I can?t find any evidence of this. Am I misunderstanding?

* Overall, Jiro doesn?t seem to contain a class structure that imposes a 3-tier hierarchy on programmers. I expected sets of classes to support creation of programs that live in each tier, but everything seems to have a ?flat? kind of feel to it. Am I misunderstanding?

I?m terribly embarrassed to ask such broad newbie questions, especially if the questions are ill-formed or meaningless. Just ask if you need clarification. I would appreciate any advice or pointers to URLs and articles that might help me get over my acronym and concept confusion. I plan to spend the rest of the day trying to get the StopWatch sample running across two machines, that might help me a bit.

Cheers,