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

To: Craig Stevenson who wrote (18869)	10/28/1998 1:17:00 PM
From: w2j2	Respond to of 29386

Craig, re: Adaptec, They were performing terribly in the FC group...(The good buddy of the old ADPT CEO was in charge of FC) So the board member who took over as CEO axed the whole group. Note the F.C. marketing guy Emulex just hired from Adaptec (FC thread). The CEO believes that SCSI will still dominate inside the storage raid machines, and compete well with FC in connectivity outside the machines. I agree with you that scsi is being squeezed from the top by FC, and from the bottom by UDMA technology. Adaptec is being squeezed in scsi by Symbios (now LSI) and Qlgc. He is putting all his eggs in one shrinking basket. Look at the increasing FC revenues EMC and Emulex are reporting. FC may arrive later than we think, but arrive it will, with a vengeance...imho..wj