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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: energyplay who wrote (7647)9/10/2001 6:22:34 PM
From: Raymond Duray  Read Replies (1) | Respond to of 23153
 
SAN & Fiber Channel

Hi EP,

Re: Raymond - Do you know anything about JNIC ? Fiber channel for Storage area networks...no debt, $4.50 cash, $6.00 stock price.

JNIC, TTBOMK, is a junior player in a treacherously competitive environment. Fiber Channel is going to eventually be overtaken by GigE and 10GigE solutions. Brocade is the clear leader in the Fiber Channel space and rumors of its imminent demise have been around since the bubble was good and bursty.

The SAN/NAS world is going to go through a period of intense consolidation ahead, much like the networkers in general.

So, EP, in short, no...... I don't know a dang thing about JNIC.

But here's a thread and an expert poster on the subject matter that could be of use to you:

Message 16327135

Best, Ray

PS: Re: With Perma-Bears like Jim Grant on TV
That's not a completely accurate description. Grant was "neutral" for a brief period in 1978.