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

To: J Fieb who wrote (2226)	9/12/2000 1:41:36 AM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

OT- J. Did you see the news on Harmonic recently? The Divicom merger is starting to come together. I think it is extremely undervalued right now. If they can use the Divicom compression expertise to cram more video over Harmonic's low cost DWDM system, it is going to make the cable companies jump for their product. Anyone wanting to cram more regular video, and high definition video, over their entertainment distribution networks via cable, satellite, DSL, will be interested in their product. Of course a low cost broadband distribution system that greatly increases the number of video streams is very valuable, and will lead to the need for more server farms to serve up the video. Joe

To: J Fieb who wrote (2226)	9/12/2000 4:21:09 AM
From: Gus	Read Replies (1) \| Respond to of 4808

You're welcome, J. No, I'm not in the storage business, but I have been following it for a long time. Was hoping for more definitive HD/2G FC links, but I think the HD is slow like the rest of the digital video revolution. I've watched many companies prepare for the digital video revolution in the early nineties, the mid-nineties and now at the turn of the century. That means that I've seen a lot of companies in turnaround too -- Tektronix, Ampex, E-Mass, Storagetek etc. <g> It's a very tough market. Now, it looks like the entire entertainment industry is going on strike next year so that may even push the FCC's mid-decade drop dead deadline on HDTV conversion even further back. You are right, though, to point out that the companies who populate the global post-production supply chain are the natural early adopters of gigabit technology like Fibre Channel and Gigabit Ethernet. One player to watch is ATT's Liberty Media, which is in the process of consolidating a lot of those capital-intensive post-production shops. Regarding 2Gbps FC, you'd be surprised at how slow the actual corporate customer uptake is regarding new technology. These are generally very smart and sophisticated buyers with multi-million budgets who know how to wait for new technologies to stabilize in order to assess the strenghts and weakness of those solutions. That's good in the way because the inexperienced vendors who try to snow the market with fancy press releases short of facts -- typically in an effort to pump up their stock --tend to be short-listed out of contention real quick.