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: Bradley W. Price who wrote (14624)	2/22/1998 8:27:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

"..I am ready to die for you! Black or white Reeboks?" I thought we were supposed to have Nikes.

To: Bradley W. Price who wrote (14624)	2/23/1998 11:12:00 AM
From: Leeza Rodriguez	Read Replies (3) \| Respond to of 29386

RE: cults, cache and carry Internet Greetings , BP, I got out of the cult biz 12 months ago . Where ya been? ;-) I still do dabble in crystal ball gazing, so check this out if you will: Anybody here read Boardwatch's February issue? This is a bit Gilderesque so pay attention. Furthermore, I'm connecting some dots so this could get dangerous. Jack Rickard, editor of the main squeeze ISP publication, Boardwatch, predicts a next generation architecture for the Internet Backbones in his February Issue. Basically he says the ISP's don't need no frickin backbones. He predicts the new architecture will be based on CACHING. While this is a bit extreme, there is some logic in his proposal for ISP's to CACHE large chunks of the Internet at their POPS.The theory is that the majority of us ask for the same URL's over and over again. In other words, Rickard proposes that much of the traffic traveling over the backbone is just redundant pages....i.e. a waste of the backbone bandwidth. Furthermore, he emphasizes that storage space is frightfully cheap. In his eyes, this is a beautiful combination that could precipitate the move to a new architecture. Now here is the dangerous part....I'm connecting the dots: A few months ago I posted that a company called Network Appliance(Nasdaq: NTAP) , who specializes in CACHING for ISP's, had introduced fibre channel as their NEXT GENERATION connect method. Nobody noticed. Nada. (Of course, now that I'm out of the cult biz, what could I expect?:-) What I would love to know is if ANCR is currently putting a focus on this potentially explosive ISP-caching niche? If no, why NOT? While I hardly believe that ALL of the ISP's in the world will turn to a caching architecture (and Worldcom will become an Internet Historical Museum <g> ) , I would imagine that SOME of the ISP traffic _will_ migrate to the caching architecture. This would seem to bode well for fibre channel. Signed, Cult-less in Baltimore