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

To: trendmastr who wrote (28135)	12/4/2000 7:58:06 PM
From: Eleder2020	Read Replies (2) \| Respond to of 29386

>>>Privately held HighGround, based in Marlborough, Mass., provides software that handles storage monitoring, analysis, reporting and event management.<<< Was at SSB SANs conference today for a few hours-as they only did 1/2 a day -Alot of private companies presented with all the big dogs up tomorrow- Just a few observations today and more later in the week 1) Highground was seen as a big coup for SUN -Dataquest people were buzzing alot about it as being profiund for SUN and may be telling you where they think the market is going- more on Highground later. 2) IB was the big shadow over the SANs conference at least on day 1- though Dataquest was not convinced of their total domination of IB over everything from Storage to IP- IB rollout possible 4th quarter this year- They did have 1 IB company which was private do a presentation not well attended who I thought promised the sun, the moon and the stars from IB and who I thought were quite impressive-though they weren't announcing any product till January though they said they were working on what seemed to be a 10gig switch on a chip for IP, IB, or storage or all of the above- and they weren't saying- I'm going to leave this alone for awhile till I at least balance out the ratio of questions to answers. SANs still going to be monster revs and the numbers that have been out here on SI pretty accurate and maybe a bit conservative from the things being talked about at SSB.NAS will do really well also but the SANs seems to be the monster in the box- with I-SCSI picking up some market share-The death of SCSI seems to been somewhat exaggerated though FC should be the dominant force I guess unless you think IB is all that it can be- GE will also have some storage solutions using NAS that will make some inroads- Welcome to the heterogenuos world- Highest growth still in 1)Switches 2)Directors 3)HBA's with this years projections still have switches as off the char growth- Maybe this will change to Director class- still to be determined External Storage should equal server sales in 2003 and pass them in 2004- If your a company that still is selling internal storage run off a server your sales are diminishing If your running Storage externally as a network your sales are increasing- For exampole Compaq selling both while their external sales not increasing as fast as their traditional storage was decreasing and why they had a rough few quarters. With IB say goodbye to disk drive biz and a lessening of importance of servers according to some- Intel servers most at risk from NAS because it is more proficient for storage- there was so much info out there compared to last year- that it is much more to take in then last year and still trying to understand alot of it- It seems like every company out there has a real opportunity to grow much larger and every one has more risk then last years conference- It reminded me a little of bumping cars -you know who you are going to hit unless you just whack somebody in reverse but you're not dure who is aimed right at you.- Tomorrow has Brocade- Q- Dell- SUN -EMC and alot more- One thing for sure and we've been here for a long time and i appreciate the guys who always remind us every once in awhile during those vomit comet days that we are definately in the right place -SANs- whether we are the right company keep doing your homework. Ed