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: Technocrat who wrote (18704)	10/20/1998 4:57:00 PM
From: Ken Richard	Read Replies (2) \| Respond to of 29386

<<<< As customers seek to fix their computers ahead of the Year 2000 date change, EMC also benefits from demand for the excess data storage capacity required in order to test the systems >>>> This is taken from a release from EMC today which cites the company's expectation that it will see no slow down in '99. biz.yahoo.com Also seems like there is a compelling argument for competitors (IBM, Hitachi, yada, yada, yada) to reject McData, because of its ties to EMC ...

To: Technocrat who wrote (18704)	10/20/1998 8:29:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Technocrat, My experience has been that the Y2K problem actually HELPS new hardware sales. A lot of my customers don't want to upgrade old systems anyway, so they just buy new. (Bear in mind that I don't deal with enterprise customers, but I wonder if they would react any differently.) My view is that Y2K might actually accelerate Fibre Channel adoption, since companies replacing older server/storage subsystems will probably want Fibre Channel capability in the their new systems. Craig