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


To: Joe Wagner who wrote (2408)11/2/2000 10:18:14 AM
From: George Dawson  Read Replies (1) | Respond to of 4808
 
RE: Gilder Post

I remember those posts, in fact have an unanswered question in post #1309 on that thread. The cost of switching to optical storage and an all optical network pushes this out into the future. There are electrical devices now (ATM switches and routers) that can reconfigure the optical layer. (see IEEE Communications Mag, Topics in Lightwave Section, October 2000)

George



To: Joe Wagner who wrote (2408)11/15/2000 10:37:50 AM
From: J Fieb  Read Replies (1) | Respond to of 4808
 
Joe W., One of QLGC's best known SAN installs is the Northern Trust one with HDS storage, but that was a long time ago and they have had some pr with MCDT and BRCD;

Hitachi's Commitment to Innovation & Technical Excellence Inspires the Next At Comdex/Fall 2000
Hitachi's Suite of SAN Solutions and DVD Storage Technologies Delivers Optimal Business Solutions Focused on Enabling Internet Infrastructure and Multimedia Convergence across the Enterprise
LAS VEGAS--(BUSINESS WIRE)--Nov. 13, 2000-- Hitachi America, Ltd., a subsidiary of Hitachi, Ltd., Tokyo, Japan, (NYSE: HIT - news), today announced that Hitachi will exhibit a sampling of its cutting-edge technology solutions for the 21st Century at COMDEX/Fall 2000, Booth L5746 at the Las Vegas Convention Center, November 13-17. Hitachi is a leading developer of storage systems and products and presentation technologies that exceed today's business needs and dare to innovate how businesses incorporate technology into their day-to-day applications.

Hitachi is inspiring the convergence of home and work -- the company is enabling the enterprise and extending the benefits of technology to empower the individual. Hitachi's theme for the new century, ``Inspire the Next,'' will be the single theme at COMDEX/Fall 2000.

Among the offerings for the enterprise, Hitachi will highlight its Freedom SAN -- a scalable Storage Area Network that provides a cost-effective way to move and store data. From concept to completion, custom Hitachi Freedom SANs have already been delivered to Fortune 500 companies. Several companies, including Microsoft, Northern Trust and Hong Kong Bank, have recently chosen Hitachi for their high-availability storage environments.

Hitachi will also highlight its Multimedia Universe of DVD technology products, including DVD-RAM and -ROM drives, the world's first DVD-RAM camcorder and other innovative multimedia products for home and business. Among them will be a new 42-inch high-resolution Plasma Display Panel (PDP), engineered to offer unmatched image quality, color contrast and user options; the Hitachi AirSho(TM) point of sale display screen system employing Hitachi's LCD Projectors, MPEG video server technology for real-time monitoring using the Internet, and MONDEX/Multos smart card technology. Hitachi's latest advancements in DVD-RAM storage will also be showcased at the COMDEX/Fall DVD-RAM Pavilion in Booth L6459.

The Hitachi booth will also feature several advanced infrastructure products, including a high speed scanner, DARManager Fail Safe(TM), automatic reboot software; DARManager Hacker Safe(TM), fraud detection software that inhibits server attacks by hackers; and the world's first Internet-enabled copier.

``Hitachi's commitment to technical excellence and innovation is a driving force behind the products we develop and manufacture for our customers,'' said Yoshihiro Koshimizu, president and CEO of Hitachi America, Ltd., the North American arm of Hitachi, Ltd. ``As a proven leader and innovator, Hitachi is shaping today's technology landscape and laying the framework to inspire the next generation of business and personal solutions.''

Hitachi Data Systems

Hitachi Data Systems will demonstrate its next-generation mid-range storage technology in Network Attached Storage (NAS) and SAN configurations providing serverless backup. Also featured will be the Advanced Storage Assessment, a structured workshop to align customer requirements, infrastructure and SAN topologies to develop optimal solutions for data storage management.

Hitachi Data Systems will also highlight its Hitachi Freedom Storage Lightning 9900 storage system as the foundation for a suite of new information management services designed to help business thrive in the New Economy. These services include Continuous Business Assessment technology, a workshop that assists customers in implementing optimal high-availability solutions to mitigate the impact of planned and unplanned interruptions.

Hitachi America, Ltd.

Hitachi America, Ltd. will showcase its superior selection of business and personal technologies that deliver unrivaled quality, functionality and reliability. Hitachi will feature interactive demonstrations of its robust line-up of innovative technologies, including the DZ-MV100 DVD-RAM camcorder, AirSho display technology, the CP-X960W ultra-bright portable multimedia projector, its family of Fibre Channel interface 3.5-inch and 2.5-inch hard disk drives and the 37-inch PDP. The company will also unveil its new 42-inch high-resolution PDP offering unmatched quality, features and user options.

Additionally, Hitachi will use its ePlate Handheld PC technology as the cornerstone for data collection and management at the booth.

Home Electronics

Hitachi America, Ltd., Home Electronics Division will introduce the premier digital television experience at COMDEX/Fall 2000 with two of its digital HDTV-capable, PC-ready television sets - the 55DMX01W and the 36SDX01S. Hitachi's 55DMX01W brings HDTV into a new realm with one of the industry's first interactive high-definition TVs incorporating Digital Light Processing (DLP(TM)) technology. Both units feature Hitachi's advanced Picture in PC (PiPC) function, allowing users to take advantage of both HDTV and PC capabilities, achieving the ultimate in simulsurfing.

Hitachi Monitors

Hitachi America, Ltd.'s monitor sales group will showcase its spectrum of award-winning display monitors engineered for unmatched image quality, color scheme output and rich feature set in a slim form factor. The suite of LCD displays will include a range of dimensions including 15-inch, 17-inch and 19-inch monitors. Additionally, Hitachi will offer a sneak preview of its never-before-seen 21-inch flat-screen monitor offering the latest in display technology.

Hitachi Koki Imaging Solutions

Hitachi Koki Imaging Solutions (HiKIS) will display the ``The World's First Internet Copiers,'' the i-copier 62 and i-copier 55. These revolutionary products feature an embedded Web page that enables users to get real-time device status via common Internet browsers. These unique, Web-enabled features provide remote printing, service and support capabilities, plus access to copier usage information for billing. In addition, these state-of-the-art digital copiers offer workgroup user connectivity and on-line finishing for folding, stapling, booklet making and hole punching.

Mechatronics Systems

Mechatronics Systems Division, Hitachi, Ltd., will demonstrate an array of financial and business services information technology products engineered to protect servers and PCs and assure real-time reliability of Internet infrastructure. Featured products will include the DARManager Fail Safe and Hacker Safe, which are designed to deliver the optimal combination of system security, Internet-enabled remote monitoring and automatic reboot functionality for a robust and fully-integrated security system. Additionally, hands-on demonstrations of their high-speed image scanner technology, Blinkscan, will be available.

About Hitachi

Hitachi, Ltd., headquartered in Tokyo, Japan, is one of the world's leading global electronics companies, with fiscal 1999 (ended March 31, 2000) consolidated sales of 8,001 billion yen ($75.5 billion(a)). The company manufactures and markets a wide range of products, including computers, semiconductors, consumer products and power and industrial equipment. For more information on Hitachi, Ltd., please visit Hitachi's Web site at global.hitachi.com.

Hitachi America, Ltd., a subsidiary of Hitachi, Ltd., markets and manufactures a broad range of electronics, computer systems and products, consumer electronics and semiconductors, and provides industrial equipment and services throughout North America. For more information, visit hitachi.com.

Hitachi America, Ltd., Computer Division, supplies high-performance computer storage products and multimedia products to OEMs, value-added resellers, system integrators and distributors. The division's products include high-capacity hard disk drives and DVD-ROM and -RAM drives, digital multimedia recorders, hand-held computers, LCD projectors, CRT monitors, color laser beam printers and flat panel and plasma displays.

About Home Electronics

Hitachi America, Ltd., Home Electronics Division, markets a variety of consumer electronics including high-definition TVs (HDTV), projection TVs (PTV), color TVs, DVD players, a DVD camcorder, VCRs and standard camcorders, as well as security and observation system products. The company's premium products are sold under the Hitachi UltraVision and UltraVision Digital brand names.

WHat HDS had for SNW...



HITACHI DATA SYSTEMS TO BRING STORAGE INDUSTRY EXPERTISE TO CUSTOMERS AND INDUSTRY PROFESSIONALS AT STORAGE NETWORKING WORLD

COO Delivers Keynote Address; Industry Expert Delivers Tutorial on Network Protocols; Company Participates in Groundbreaking Demonstrations of Network Technology

ORLANDO, FL, 30 October, 2000 –Highlighting its leadership in data networking technology, Hitachi Data Systems today announced that its Chief Operating Officer, Dave Roberson, will deliver a keynote address at Storage Networking World, Tuesday, October 31 at 1:30 p.m., in the Crystal Ballroom of the Renaissance Orlando Resort. Hitachi Data Systems will also team with other industry leaders to demonstrate never-before-seen server-clustering technology that enables failover across a wide-area network.

“How Storage Networking Technologies are Revolutionizing the Way we do Business” is the topic of Roberson’s keynote presentation. The focus will be on insights he has gained from companies undertaking the task of organizing themselves to manage the tremendous amounts of data being fueled by the Internet. Data networking is seen as a technology that enables companies to transform data into knowledge that will help them compete effectively in the New Economy.

Also speaking at the event is Hu Yoshida, Vice President and General Manager, Data Network Solutions, Hitachi Data Systems. Yoshida will deliver a tutorial on Data Network Protocols Wednesday, November 1st at 1:30 p.m., in Ballroom Five. Hitachi Data Systems has led a number of pioneering efforts to develop network solutions in which multiple protocols can be used concurrently to optimize data flow in complex networks. In his tutorial, Yoshida will explain the benefits of various protocols for use in specific network and application environments.

Wide-Area Server Clustering Technology Demonstration
Participating in the Storage Networking World Interoperability Lab and Demo, Hitachi Data Systems is cooperating with Brocade, Troika Networks, ONI Systems Corp., and StorageNetworks, Inc. to demonstrate a Storage Service Provider (SSP) solution for a large metropolitan area.

In addition, a Hitachi Data Systems team led by Pierre Raymond, Director of Data Network Architecture, will present the industry’s first live demonstration of technology for failover between two widely separated servers. The demonstration will show how enterprises can use this technology to assure continuous operation of their businesses, even in the case of an unplanned outage or disaster.

To illustrate the business value of this solution, a server at one location is shown running an e-mail application, while a server at a second location runs an order-entry database application. When service at the first location is interrupted, its applications begin running at the secondary location -- just a heartbeat after the interruption. With no single point of failure in the entire system, observers can see first hand how to implement a powerful means of protecting their enterprises against unplanned interruptions of business operations.

Demonstration of SNIA Proposed Standard
The Hitachi Freedom Storage™ Lightning 9900™, Hitachi Data Systems’ flagship storage system, will be featured in the SSP and wide-area server failover demonstrations. The Freedom Storage 5800, a mid-range storage system, will be featured in the Storage Network Industry Association (SNIA), demonstration of a proposed standard for a Host Bus Adapter (HBA) Application Program Interface (API). The standard solves a difficult network-management problem – the ability to manage, in a consistent way, the retrieval of information from a Fibre Channel host bus adapter. Participants in this demonstration include Agilent, Emulex, JNI, qLogic, Troika, Brocade, Intersan, Prisa, Tivoli, VERITAS, and Vixel. Emphasizing its commitment to the development of standards through the SNIA, Hitachi Data Systems will be the only storage vendor participating in this landmark demonstration.



To: Joe Wagner who wrote (2408)11/16/2000 10:46:52 AM
From: J Fieb  Respond to of 4808
 
Joe W., Level three is taking Gilder to task. I used
to be a subscriber, but as I learned more from SI, I decided that he didn't do enough leg work in some matters. He can write so well and he is always though provoking. I found this letter interesting, especially about the fees charged to speakers?....

Level 3 CEO James Q. Crowe Releases Letter to George Gilder
BROOMFIELD, Colo., Nov. 16 /PRNewswire/ -- Level 3 Communications Inc. (Nasdaq: LVLT - news) today released the following letter from Chief Executive Officer James Q. Crowe to George Gilder, publisher of the Gilder Technology Report:

November 16, 2000

Mr. George Gilder
Gilder Publishing
Monument Mills
174 Front Street
Housatonic, MA 01236

Dear Mr. Gilder:

In your November 9, 2000, edition of the Gilder Technology Report, you
indicated that you had removed Level 3 from your "Telecom Technologies"
list. This is, of course, your prerogative.

However, I do have two reactions to the report, which I wish to share
directly with you.

The first is that I believe that there are a number of serious factual
errors in your report, which you will want to research and if you agree
with me, correct in a future report.


Some of these errors include:

-- You state that 360Networks "has lit 10,000 of its 20,000 route
miles with 160 Nortel/Avanex waves at 10 Gbps per second." We
understand that such equipment will not be available until late
2001 and thus no service provider could have lit a network with
Nortel equipment operating at that capacity.

-- You state that "360 has announced a new system from NKF Kabel
that uses compressed air to insert 'mini ducts' in already filled
fiber conduits." We understand that the product must be installed
in empty conduits. This means companies wishing to use the
product in long haul applications must have empty conduits along
the whole length of their networks.

Today, we believe that there are only twelve empty nationwide
conduits and Level 3 has eleven of them. Neither of the companies
you cite as potential beneficiaries of the technology has
continuous empty conduits along the length of their networks and
thus would, at best, have a "patch quilt" implementation.

-- You state that "Level 3 understood that pricey optical fiber is
cheaper than inexpensive copper. But so far, it has failed to
grasp the new paradigm. That light is cheaper than fiber." This
is incorrect. We have said over and over that optical technology,
i.e. "light," is key to our future success. However, we also
believe that fiber is a key part of optical technology, not a
separate technology, as you seem to imply. In fact, we believe
that the best economics are achieved by the proper combination of
wavelengths of light, bit rate and spacings between expensive
equipment sites.

In order to achieve unit cost reductions for transmission
capacity, we have designed our network with multiple conduits to
deploy successive generations of fiber to exploit improvements in
transmission electronics. Optimizing transmission electronics to
exploit specific generations of fiber optic technology provides
transmission capacity on the new fiber more cost effectively than
deploying new electronics on previous generations of fiber.

Wendell Weeks, Executive VP of Opto-Electronics for Corning, Inc.,
a premier supplier of both fiber and optical components made the
point: "Fiber and opto-electronics are proving to show the
highest price performance improvements in telecommunications.
The lowest unit costs will be achieved by optimally combining
these two technologies.

Similarly, Anil Khatod, President of Optical Internet for Nortel,
Inc., a premier provider of optical systems said: "Both fiber and
opto-electronics are rapidly improving. The lowest unit cost
results from the optimum combination of these two technologies."

This is the reason that we have built a multi-conduit network. We
want to be able to employ the best combination of fiber and opto-
electronics not at just one point in time, but over the long term.

In addition to these points, there are a number of other factual errors in
the report, which we would be happy to work with you to correct.

My second reaction to your report is to challenge you -- as a technology
analyst who I am sure values objectivity and credibility -- to disclose
any economic interest you may have in companies that you pick and pan.

As you know, you invited me to speak at your investor conference held
November 15-17 in South Carolina. At the time you issued the invitation,
you made no mention of any payments to be made. Subsequently your
organization solicited a $100,000 payment to act as a sponsor of the
conference. Based on these discussions, I and my staff believed and still
believe that the payment was a prerequisite to my speaking at the
conference. As a result I withdrew from participating in the event.

However, the larger issue is clearly conflict of interest. I believe that
you, like any credible analyst, should disclose facts, which, if public,
would help your readers to understand any potential conflicts of interest
you may have.
You took a preliminary step in this direction by disclosing
in your report that: "Mr. Gilder and other GTR staff may hold positions in
some or all of the stocks listed."

However, I believe that this statement does not go far enough. The full
details of any payments made to your organization by companies about whom
you subsequently make public and putatively objective judgments should
also be disclosed to your readers.


If these payments do not influence your judgment, you should welcome such
disclosure.

This seems to be a clear opportunity to provide the kind of fair
disclosure, which investors deserve. This is especially true for someone
like you who is in a position to influence financial decisions made by a
substantial number of investors.

Mr. Gilder, I urge you to both address the factual errors in your report
and to disclose the details of any payments made to your organization by
companies whose technologies you review and judge. I hope you will agree
that fairness requires no less.

Sincerely,

James Q. Crowe.

About Level 3

Level 3 (Nasdaq: LVLT - news) is a global communications and information services company offering a wide selection of IP-based services including broadband transport, collocation services, submarine transmission services, and the industry's first Softswitch-based services. Level 3 offers services primarily to IP intensive companies that deliver their services over the Level 3 Network. Its Web address is www.Level3.com.

Forward Looking Statement

Some of the statements made by Level 3 in this press release are forward- looking in nature. Actual results may differ materially from those projected in forward-looking statements. Level 3 believes that its primary risk factors include, but are not limited to: substantial capital requirements; development of effective internal processes and systems; the ability to attract and retain high-quality employees; changes in the overall economy; technology; the number and size of competitors in its markets; law and regulatory policy; and the mix of products and services offered in the company's target markets. Additional information concerning these and other important factors can be found within Level 3's filings with the Securities and Exchange Commission. Statements in this release should be evaluated in light of these important factors.

SOURCE: Level 3 Communications Inc.

Interesting. Mr. Gilder gets 5k from the conference atendees and maybe 100k from each company speaking. Not bad work, if you can get it.

I'll just keep my search enignes and the SI network of hardworking posters.

Thanks all.

Also BofA started some of the companies in our universe...



QLogic QLGC Banc of America Sec Buy $150
Network Appliance NTAP Banc of America Sec Strong Buy $125
EMC Corp EMC Banc of America Sec Strong Buy $120
Brocade Comms BRCD Banc of America Sec Buy $300