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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (2141)	8/9/2000 5:25:21 PM
From: Joe Wagner	Respond to of 4808

Hi Pigboy! Just think when a high quality video stream is just a click away, or when voice recognition gets bigger, "Computer, show me Greenspan giving his speech today at the Federal Reserve, Computer give me a second screen, Show me my Daughters Soccer Game (being Internet broadcast by the coach or league with web advertising), with low sound volume." "Computer if Q-Logic is discussed on CNBC or any streaming service, get me a copy and que it for delivery when I am ready. A little futuristic but the power of computing is getting stronger everyday. I think demand will become insatiable. Most video related viewing will converge into Internet data steams, pulled from Internet Data Centers, live Internet Broadcasts, Home or Corporate Hosting Sites, and Datacasts from traditional broadcasters. The easy access to everything, from everywhere (wireless appliances, etc) over the Internet, will eventually drive the demand so high, the Internet technology delivering it will reach economies of scale so big and so powerful, that all other forms of delivery will become like big clunky boxes from yesteryear. Voice recognition and Image Recognition, will make interfacing with your computer very smooth and more effortless in the future. Joe

To: Pigboy who wrote (2141)	8/9/2000 5:27:48 PM
From: Joe Wagner	Respond to of 4808

McKinsey sees a boom in streaming cbs.marketwatch.com sees a boom in streaming By Jon Friedman, CBS.MarketWatch.com Last Update: 4:11 PM ET Aug 9, 2000 NewsWatch Latest headlines NEW YORK (CBS.MW) - The media-streaming market will grow to $10 billion in 2005 from under $1 billion now, according to McKinsey & Co. Today on CBS MarketWatch Dow slips as Nasdaq surge fades Cisco surge lifts tech sector Wal-Mart pressured after matching targets Eli Lilly slides after Prozac patent ruling Inventory data pumps up crude futures More top stories... CBS MarketWatch Columns Updated: 8/9/2000 4:20:56 PM ET The projection by the world's biggest consulting company underscores the ability of technological advances to bring information instantly to a public that has an insatiable appetite for it. By the end of last year, 98 million users had downloaded the RealNetworks streaming player, according to the New York consulting firm. In fact, more than twice as many people downloaded it in the first nine months of 1999 than in all of 1997 and 1998, according to the McKinsey Quarterly, a publication distributed by the firm. Each of the top 10 Webcasts of 1999 drew more than 500,000 viewers. The year's most-watched event, ex-Beatle Paul McCartney's concert at the Cavern Club in his hometown of Liverpool, England, was streamed to more than 5 million viewers. Other events on the list included coverage of the death of John F. Kennedy Jr., Hurricane Floyd, the Netaid world poverty benefit concert and an episode of "The Drew Carey Show." The growth in the industry has many companies scrambling to try to become the major firm. Only four of the media streaming firms had entered by the end of 1996, eight in 1997, 12 in 1998 and some 75 last year. Such companies as iBeam Broadcasting, InterVu and Microcast are new outfits devoted to streaming. Others including e-Media and Webcasts.com began by designing Web sites or applications and then shifted into streaming. And Loudeye.com supplies encoding services to the streaming industry. McKinsey says its analysis of 75 streaming companies illustrates that successful players have a nationwide hosting and streaming network with a capacity high enough to deliver at least 100,000 concurrent streams. The winners also have many good coders and software engineers on hand to provide superior proprietary streaming applications that deliver live Webcasts and video on demand. Finally, the companies that do well are able to attract what McKinsey termed "high-value customers." "A typical top-50 media customer, such as a broadcaster, a sports league, a music company or an Internet portal, is 10 to 20 times as valuable as any other big-business, educational, or second-level media customer," McKinsey said.

To: Pigboy who wrote (2141)	8/10/2000 1:56:32 PM
From: Gus	Read Replies (2) \| Respond to of 4808

Planned obsolescence, short upgrade cycles and the data permanence requirements of the enterprise storage business. From the Inrange prospectus.... Many enterprises have not yet converted their storage networks to Fibre Channel protocol because the large amounts of the information they store on storage systems connected to mainframe computers are not currently compatible with Fibre Channel...... *In fact, according to a report issued in November 1999 by International Data Corporation, approximately 70% of the information stored by enterprises resides on mainframe systems.....* As a result of the benefits of the Fibre Channel protocol, we believe that the conversion of these storage networks to Fibre Channel will drive growth of high-end Fibre Channel switches, referred to as directors. As compared to other switches, directors are more scalable and are capable of simultaneously connecting a large number of ports without interfering with one another. Furthermore, directors are highly reliable, with no single point of failure. We believe that there is a need in the market for Fibre Channel directors that demonstrate the reliability, availability and scalability to manage storage applications that are critical to a business' operations and that have previously been performed within a mainframe environment. In a report issued in April 2000, International Data Corporation estimated that the Fibre Channel market for storage area network hubs and switches will increase from $236 million in 1999 to $2.8 billion by 2003, a compound annual growth rate of 85%. International Data Corporation also projected that the market for director-class switches will be the fastest growing segment of the Fibre Channel market, increasing from $52 million in 1999 to $1.4 billion by 2003, representing a compound annual growth rate of 129%. Furthermore, information from an International Data Corporation report indicates that director-class switches will maintain a 300% -- 500% price premium over the next lower segment of Fibre Channel switches for the foreseeable future. We believe that this price premium is a result of the enhanced scalability, functionality and reliability of director-class switches. From 8/3 Emulex earnings release: ....Fibre Channel order momentum accelerated during the quarter, generating a 26% sequential increase in Fibre Channel host bus adapter (HBA) revenues and a 42% sequential increase in total Fibre Channel backlog...... ....In June, Emulex announced EMC had selected the LightPulse(TM) LP8000DC dual channel Fibre Channel host adapter to provide Fibre Channel connectivity for its Celerra NAS system. Folino continued: ``Third, Emulex's unique ability among Fibre Channel HBA suppliers to support the FICON protocol is gaining in significance as major storage vendors prepare to launch native FICON storage solutions for the mainframe environment in the second half of the calendar year.'' According to IDC, 25% of all SAN Storage system revenue in 2001 will be comprised of ESCON/FICON interconnected systems. ``Fueled by these multiple sources of demand, fourth quarter unit shipments of Emulex HBAs expanded 44% sequentially from the third fiscal quarter, led by expanding demand for our new-generation LP8000 adapter,'' concluded Folino. biz.yahoo.com YTD indicators from EMC, IBM, Hitachi 1) Numbers from Mcdata, Inrange, Brocade and Ancor (not inlcuding QLGC's core HBA biz). Message 14187902 2) IBM's Enterprise Storage division grew 30% YOY in the second quarter despite persistent delays in Shark with missing teeth. 3) EMC's ESN (hi-end SAN) grew 60% Q2Q and 740% YOY at $400 million in revenues in the second quarter indicating the early wave of corporate SAN deployments that EMC started prepping in 1997-1998. Clariion (mid-range SAN) grew 44% Q2Q and 30% YOY at $141 million despite the fact that EMC is still integrating the DG acquisition which closed late last year. EMC's NAS (hi-end NAS) grew 11% Q2Q and 660% YOY -- more than 10x by 1H2000 over 1H1999 -- at $100 million in revenues indicating that customers do understand the complementary nature of SAN and NAS. Message 14076997