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

To: Gus who wrote (27693)	8/22/2000 3:51:50 AM
From: Pigboy	Respond to of 29386

Thanks for the interesting reads Gus, Joe, KJ, etc... On top of the fact that has been mentioned here a billion times (that its Fibre Channel not Ethernet on the back of drives), does Kumar realize some basics like-- ---EMC is currently the Gorilla in storage and what they do more profoundly affects the market than little start ups... ---The mainframe world of IBM is seeking FC switches from Inrange...I believe it goes from FICON (ENRON?) to FC, not to Ethernet. ---Sun has the largest current INSTALLED FC base (more FC RAIDS out there than anyone i believe) of anyone out there...so I would hope they would want to uh, keep that, uhmm installed base right? ---Does Kumar realize that T3 is not the new Arnold movie?? ---Brocade's ramp is very serious for a good reason. That he can even suggest First Quarter 2001 the start of the death of FC is the most laughable thing from him yet...Greg Reyes had a good point about Kumar being a pigheaded moron by getting out of Brocade 100 points ago...maybe we see Kumar get whacked for a few more hundred before he realizes that he ...just...doesn't get it. ---FC can work with IP, SCSI, ATM, Ethernet... << Enterprise OEMs – SUN (SUNW), EMC (EMC), HP (HWP), and IBM (IBM) – have yet to embrace FC SAN connectivity fully >> How long have these companies been shipping their first SAN product lines???? Not for long...Sun hasn't really even started yet...IBM just adding Sharc FC support...so of course they're not fully embracing YET. More like 1st Q 2001 may be more of 'embracement' time for FC than 'atrophy' time. I mean, does Kumar really believe that EMC and SUN will dump their FC plans? Is he smokin' Scuzzy dust? These two are clearly two of the most powerful and important infrastructure players in all Internetland and they are going FC SAN man...what they do will happen. << Brocade likes to believe it is like Cisco (CSCO), the king of IP, but the industry reality is that it is much more like IBM, the proud king of Token Ring - a standard that no longer has any standard group working on it. >> Ah, Token Ring...always liked that name. I can't believe I am even reading this article without falling out of my chair laughing. I believe Kumar should be doing more research on how Fibre Channel and Ethernet and even IB will be working with each other to throw around IP and how they will all mesh into eventual optical networks. Personally, I'd sure like to see a FC/Ethernet switch. all imho pigboy