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

To: Greg Hull who wrote (2489)	12/3/2000 11:23:06 AM
From: J Fieb	Read Replies (1) \| Respond to of 4808

LOts of the companies in this universe gave their story at that CSFB conference and the webcasts are here... tech.csfb.com EMC MCDT VRTS EMLX and others are there. Liked EMLX overview of the market. They made a key point about noncaptive suppliers like EMLX/QLGC making moves into the captive markets like SUNW. Meaning QLGC can supply SUNW with what SUNW has been doing themselves.They gave a nice presentation. A lot of what they said will be true for most of the key players left.