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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (4997)	11/15/2000 12:05:20 PM
From: Boplicity	Respond to of 10934

11:31 ET Brocade Comms (BRCD) 222 1/8 +4 1/8: On a Bear Stearns conference call discussing the SAN segment, a Nishan Systems (private) executive claims that Storage over IP (SoIP) performance is already comparable to Fibre Channel (FC), the technology used by BRCD, Emulex (EMLX), and QLogic (QLGC), and will improve with 10 gigabit Ethernet products from companies such as Extreme (EXTR) and Foundry (FDRY). Also notes, however, that FC SANs will probably be around for 5-10 years, as SoIP will interconnect with today's FC SANs. Market has been concerned that FC will eventually lose to SoIP -- clearly, Nishan wants you to believe that, but the timetable is long.