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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: James Connolly who wrote (8826)	11/27/2000 10:57:14 AM
From: Peter Church	Read Replies (1) \| Respond to of 10309

James and Bill, I'm not sure I understand this argument. Is Bill saying that the storage market has steep barriers to entry and can't be disrupted or is he saying that the technology has shifted? I don't see that such a lucrative market couldn't be vulnerable to an attack by Infiniband. Is it possible that companies like EMC and NTAP will shift their proprietary software and hardware over to Windfiniband and become customers? Thanks----Peter