Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: J Fieb who wrote (28122)	11/29/2000 12:16:04 PM
From: trendmastr	Read Replies (1) \| Respond to of 29386

Dell to announce partner in expanding storage strategy By Dan Neel InfoWorld, 11/28/00 Intent on venturing even further into the lucrative enterprise storage market, Dell will announce a significant expansion of its Storage Systems business unit at a conference of senior-level executives next Tuesday in New York. The expansion will include new storage devices and storage servers, a re-tuned enterprise storage business strategy, and the addition of a still unnamed storage partner, according to Dell sources. Dell has had recent storage manufacturing agreements with several prominent companies, including Sunnyvale, Calif.-based Network Appliance and Milpitas, Calif.-based Quantum. For Dell, choosing the right storage partner will enable it to better drive toward storage standards, sources said. Earlier this year, Armonk, N.Y.-based IBM and Houston-based Compaq combined their storage portfolios into one catalog. The move was part of an effort to expand each company's storage offerings and drive toward more standardized storage protocols, according to officials for the two companies. Round Rock, Texas-based Dell, the originator of the built-to-order PC business model, has been steadily ramping up its storage offerings since it spun off its PowerVault storage division from the Enterprise Systems Group in 1998. As of last September, Dell officially launched a separate Storage Systems business unit headed by a new vice president and general manager, Russ Holt. According to estimates by Framingham, Mass.-based International Data Corp., Dell has yet to break into the top five list (by revenue) of worldwide suppliers of externally located disk storage systems. That lineup currently consists of-in descending order-EMC, Compaq, IBM, Sun, and Hewlett-Packard.

To: J Fieb who wrote (28122)	12/1/2000 1:44:26 PM
From: Smart_Asset	Read Replies (2) \| Respond to of 29386

JFieb, Incredible volume the last two days and both on the up side(so far)! What do you think of this post by Muldher, a very savvy tech poster on the yahoo thread. He makes the point that Qlgc is an asic design company. In the past I've seen the Q referred to as a semiconductor company, an hba company and a fibre channel company. In making a case to new investors its important to choose the right box and the asic design box would appear to include all of the above as well as soip, infiniband and ethernet storage products. >>by: Muldher <http://profiles.yahoo.com/Muldher/?.src=prf&.done=http%3a//messages.yahoo.com/bbs%3f.mm=FN%26action=m%26board=4687903%26tid=qlgc%26sid=4687903%26mid=32739&lg=us> 12/1/00 10:51 am Msg: 32739 of 32741 Tribe - Apparently you know little about Q. They are not a HBA company, they are an ASIC company. HBA's are simply the current package that they sell that leverages ASIC's. And if you think high speed interconnect ASIC design is a commodity business, you are pegging the clueless meter. << HK Desai responded to an AKumar proposal that Soip or GEthernet would supplant fibre channel with the idea that, if that happened, Qlgc would be in that space(Soip or GEthernet). Isn't this the Rambus appoach in CPU's? Are we a Rambus of the I/O world? I have many more questions than answers and appreciate any responses. Trying not to peg the clueless meter Tam