Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe Wagner who wrote (27108)	5/24/2000 12:44:00 PM
From: Greg Hull	Read Replies (2) \| Respond to of 29386

I see Douglas's name change request was just filled. Let's hope it changes the recent trend as well. Greg P.S. Douglas, thanks for taking the initiative and conducting the survey.

To: Joe Wagner who wrote (27108)	5/24/2000 1:30:00 PM
From: windmast	Respond to of 29386

we may not disagree that much after all. I just do not trust the "referee" here, when he chooses to interpret the rules outside of the defined ones. This "correction" .....after all the talk about "irrational exuberance"......seems to have focused more on the value of equities than on the inflation rate. I am sure you are well informed about the bottlenecks that you describe.....but they seem to be in investment / capital goods................but I believe a lot of these are cost saving at this stage, not really geared so much at the increase in consumer goods. I am also concerned about these extremely dramatic losses in values and wealth. I am sure we will be discussing some time from now, the rewriting of the company's options ( it will be qlgc then ), for employees. These collapses are more than "paper losses". The capital markets in the world ( and a lot of small investors) were providing the capital to accommodate the building of the greater " web" infrastructure. Just as was the case with the railroads, the capital necessary is large. We are also experiencing a time compression because of the rapidity of communications and capital flow improvements. What this collapse is signaling is that the necessary capital will be hard to obtain. Investors fears will keep them away or less willing to invest. Yet as far as "inflation"................prices have generally gone down in the very areas where such investments ( the new economy ) have taken place. When I first came to this country.....many years ago....to go to college.............it was a real luxury to call my family overseas for a few minutes. On my whole dormitory floor no one had a private phone in their room. I needed so many quarters to call.............. Now my nephew who is thirteen calls me on the spur of the moment from Europe..........it's part of the new economy.....cheap and excellent communications...........affortable to all. To me: THIS is great progress. Alas I agree with the Labor Secretary here.........to improve labor shortages, better training and education are the key. Here too I believe the " web" is still to make the most dramatic impact. Education will be more readily obtainable by those who want it. The great equalizer......the possibility to educate oneself. Airline/transportation prices also do not seem to have increased..............the efficiencies in booking flights........the ability to do better data analysis etc. seem to have been factors. I hope that the capital will continue to flow in these areas so that progress will not be delayed. Incidentally.........I do not consider the providing the world with Coca Cola as the great improvements, nor do I consider these products to represent American ingenuity for much longer. Information, education and the technology for better and longer life is what America will contribute to the world. They will import a lot of manufactured goods cheap...........see China trade. In summary............inflation was only in the NASDQ , not in prices and wages. Volker had a lot of courage in doing what he did, and he followed the logic of a large body of agreed economic thought, although few were willing to take the medicine. During his tenure inflation declined from double digit to very low levels. Greenspan is showing a lot of fear. Inflation is under 4%, wages in real terms have not increased substantially, and jet because of the potential "wealth effect" caused by security valuations, he is willing to to jawbone a mini crush. Do not worry Alan..........the "wealth" effect is now gone. The truth is that the number of shares sold at those higher levels was always only a fraction of the whole. It never would have been possible for all to cash in. We are witnessing this now. Greenspan is showing a lot of fears

To: Joe Wagner who wrote (27108)	5/24/2000 1:31:00 PM
From: J Fieb	Respond to of 29386

Joe, While the ANCR shorts that potentially jumped from the frying pan onto the fire by jumping from ANCR to QLGC shares as evidenced by the extra punishment doled(sp) out to QLGC in comparison to everything else. They seem to be escaping and getting away with it, but will they be smart enough to get out before it's to late for them. I hope not. Don't like them much. entmag.com Maybe not ANCR switches here or even switched fabric yet, but it shows that the promise is still there. Librarians will sadly go the way of the dinosaur, the dodo, and all nonhuman primates? Digital VIdeo and SANs go well together. SANs Shine Bright in Entertainment Christopher McConnell Wednesday, May 10, 2000 Who says storage solutions aren't entertaining? In fact, an integrated storage system was named star of the show at Entertainment Tonight (www.etonline.com), the pre-primetime bastion of Hollywood buzz. The program recently adopted storage area network (SAN) technology from IBM Corp. (www.ibm.com) to automate its archives. Television enterprises rely on vast libraries of clips, stock footage, and canned interviews. In the past, people were needed to physically log the footage, keep notes of content and times, and catalog these tapes to maintain a clear and orderly archive. In addition, content retrieval also depended on human intervention. At the recent National Association of Broadcasters convention in Las Vegas, Entertainment Tonight announced that it would digitize its archives and storage on a SAN provided by IBM. Its 20-year archive consists of more than 100,000 hours of footage on both analog and digital media. With uncompressed video eating up over 40 MB per second, storing this footage eats up an immense amount of storage. Clearly, a few extra hard drives are inadequate for a project of this scale. Entertainment Tonight needed a robust solution for the storage and management of this content. To make matters that much more difficult, the entertainment industry often relies on niche platforms, such as Amiga <i. No kidding and Macintosh. The show decided on an IBM SAN system based around an R/S6000 server and the Linear Tape Open (LTO) tape format. The network connects to the SAN through SAN Gateway Netfinity servers. The SAN also offers robotic tape libraries that automate storage and retrieval, as well as provide cross platform access to editors and technicians. The R/S6000 SAN server may raise some interoperability red flags, but Dan Wantanabe, tape product marketing manager at IBM, says the Netfinity SAN gateways can run Windows NT or Windows 2000. "The focus is on ?O?; ?O? as in open," he says, referring to the tape standard?s name. A similar SAN setup will be available with IBM?s forthcoming NT family. The SAN solution eliminated the cost of hiring a librarian to organize and maintain the tape assets, thus reducing the library?s total cost of ownership (TCO). In addition, LTO tapes have a smaller footprint, a welcome benefit to any business that has to pay for pricey real estate. Entertainment Tonight also adopted IBM?s Content Manager software, which automates how content is organized, allowing content workers greater efficiency. "You get a lot of cost savings with the automation," says Nancy Coon, director of IBM?s worldwide launch of the LTO offering. Most programs have migrated to digital formats, but the show has significant assets in analog form. Analog video, which has a half life of about 10 years, has become an issue for historical preservation. LTO tape is more stable than traditional video tape, although Coon admits, "The tape is refreshed every few years." Furthermore, LTO tape offers error correction that can preserve the integrity of images, in spite of tape damage. Coon believes LTO-based SANs are ideal for high volume storage applications. In addition to broadcast television, she points to Internet media providers as another early adopter of SAN technology. "I think in the open systems environment, one of the applications is streaming backup," she says. SANs allow high volume backups, with little interruption to the server. I doubt this is switched FC fabric, so wait for SUNW/bulldog to make a dent in this market.