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

To: Neil S who wrote (100)	11/13/1997 4:49:00 PM
From: Nine_USA	Read Replies (1) \| Respond to of 4808

Comdex: Intel's booth, N109 What to See: Fibre Channel Storage System. The demonstration highlights the Fibre Channel Storage System's database, multi-media archive, large file and print capabilities and an automated backup featuring Compaq's latest DLT Library technology Where to See It: The Fibre Channel Loop Community Room, Las Vegas Convention Center, Room N250 What to See: A live webcast of the NASA Space Shuttle Columbia launch. Compaq ProLiant servers host the video streaming of a live webcast of the NASA Space Shuttle Columbia launch scheduled for 11:47 a.m. (local time) on Wednesday, November 19. Where to See It: Live at the COMDEX TV stage in the Grand Concourse Lobby of the Las Vegas Convention Center What to See: The scalability of Microsoft Exchange on Compaq ProLiant servers Where to See It: Microsoft's booth, L2212 (excerpted from full pr release:) HOUSTON--(BUSINESS WIRE)--Nov. 13, 1997-- COMDEX --Please join Eckhard Pfeiffer, President and Chief Executive Officer, Compaq Computer Corporation, at COMDEX for his keynote address. Date: Monday, Nov. 17, 1997 Time: 9 - 10 a.m. Location: The Aladdin Theatre for the Performing Arts, Aladdin Hotel and Casino 3667 Las Vegas Blvd. S. Las Vegas, Nevada Compaq at Comdex In addition to the keynote address given by Eckhard Pfeiffer, you are also invited to visit Compaq and its partners throughout the show, or by viewing the Compaq COMDEX web site for the latest news and information. What to See: The COMDEX IntraNet: Novell Connecting Points. Compaq and Novell have engineered The COMDEX IntraNet: Novell Connecting Points, a single cross-platform network designed to accommodate the nearly 250,000 registered attendees of COMDEX. Where to See It: Network Operations Central (the server hub) is booth L4002 at the Las Vegas Convention Center. The PC stations are in the foyer of the LVCC, in booth L4002 at the LVCC, in the second level foyer of the Sands Convention Center, and in the Sands Convention Center first level Conference Club. What to See: Demonstration of Intelligent I/O technology Where to See It: I2O SIG booth, LS 30, 32, 34 What to See: Compaq's new top-of-the-line portables, desktops and mobile video conferencing Where to See It: Intel's booth, N109 What to See: Fibre Channel Storage System. The demonstration highlights the Fibre Channel Storage System's database, multi-media archive, large file and print capabilities and an automated backup featuring Compaq's latest DLT Library technology Where to See It: The Fibre Channel Loop Community Room, Las Vegas Convention Center, Room N250 What to See: A live webcast of the NASA Space Shuttle Columbia launch. Compaq ProLiant servers host the video streaming of a live webcast of the NASA Space Shuttle Columbia launch scheduled for 11:47 a.m. (local time) on Wednesday, November 19. Where to See It: Live at the COMDEX TV stage in the Grand Concourse Lobby of the Las Vegas Convention Center What to See: The scalability of Microsoft Exchange on Compaq ProLiant servers Where to See It: Microsoft's booth, L2212 What to See: The new PC companion Where to See It: Within the Microsoft Partner Pavilion: Compaq booth, L2212, V03; River Run booth, L2212, X01; Bsquare booth, L2212, V08; CIC booth, L2212, X04 What to See: Financial solution for small and medium-sized businesses Where to See It: Great Plains Software's booth, H852 What to See: The new Deskpro model 4000 Where to See It: The Microsoft Partner Pavilion, L2212-M17 What to See: The Compaq Presario PC with SoftDVD Where to See It: Zoran's booth, M1232 in the Sands Convention Center Upper Level What to See: The new PC Theatre 9100 with integrated DVD Where to See It: Altec-Lansing's booth, M1636 and Dolby's booth, M461, Upper Level, Sands Convention Center What to See: Intranet solutions for small and medium-sized businesses Where to See It: Microsoft's booth, L2202 and the Microsoft Partner Pavilion, L2212, Q07 What to See: The Award-Winning TFT500 Flat Screen Monitor Where to See It: The Compaq booth in the Microsoft Partner Pavilion, L2212, V03 CONTACT: Miller/Shandwick Technologies John Welton, 617-536-0470 jwelton@miller.shandwick.com

To: Neil S who wrote (100)	11/14/1997 3:03:00 AM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Neil, your trading software allows more granularity than mine. May I ask what you are using? And to think that I was creating a db and spread sheet charting. Talk about tyranny of maintenance. Your FC tracking project has greater comparison capabilities. If you are willing to devote the time and effort, you will no doubt earn the undying gratitude of FCAs (Fibre Channel Aficianados) around the world, unless the whole industry tanks and a "shoot the messenger" mood then foments. <g> I also initially considered the same FC sector groupings and companies as your initial cut list. The servers, semis, and DDs present the problem of determining a proportion attritubal to FC revenues. I decided that any such apportionment (by me) would at best be arbitrary, and at worst be delusional. Also, their inclusion in the index could skew it with movements unassociated with FC, IMO. So I believe the more accurate FC market indicator would be an index of FC companies which stand to profit from OEMs etc. with the server/storage/others. The 7 Hi Fibre companies I would consider are: ANCR (Switch), BXH (IPO & Storage), CPCI (Storage), EMLX (Adapters & Hubs), INPH (Adapters), MTIC (Storage), & MYLX (Storage). Storage is heavily represented as I believe storage FC interconnect contracts & OEMs will initially drive the FC market. Whether the growth of that market will be accurately reflected in these companies is not certain, but to the extent that any of these companies do grow will be some indicator nonetheless. Of course, the inclusion/exclusion of some of the above is open to debate. Also, as IPOs emerge, the index can be amended. As always, other suggestions and comments are appreciated. Your time and effort expended on this project are also appreciated. Many thanks, Douglas