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

To: Eleder2020 who wrote (19043)	10/31/1998 9:44:00 PM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Ed, <<<It seems like the SAN's has blurred the lines between Storage and Networking Will IBM, 3COM, Cisco , HP and other be competing with each other for the same dollars in FC or will they split the business between networking and Storage.>>> The line is still quite clear. 3COM, CISCO, ASND and the like make their money selling networking equipments, software and network management systems. They are experts in carrying data cross state line and cross continents via router or ATM switches or WDM. FC data is still not in big volume yet until SANs are widely accepted and the install base explodes in the next couple years. Until then, networking companies can't make money on FC. But they need to shape the FC/ATM standard to their advantage before they even start making these FC/ATM interfaces. The announcement of 3COM and Gadzooz is more in PR than in real substance, i.e. no $ for at least a year or two. I wouldn't be surprised 3COM will have many FC partners or go buy one for themselves. The news itself give FC a tremendous lift. You know other networking companies won't sit still. <<< I guess it's that space in the middle which seems to be Adapters , Hubs and SWITCHES that these companies will do battle over. >>> The space is still pretty well defined. Networking companies dominate the WAN/LAN. Storage and server companies build their systems arround FC. FC hubs, adapters, switches companies try to offer the best price and performance system to these users. Software companies such as Veritas try to define their space in SAN management. FC company such as Ancor wants their switches sold as part of a solution, i.e. OEM. It also wants Networking companies to get into the game to stir up demand. The more demand for data, the more storage devices will be sold, the more demand for FC switches in the future. In 3COM's case, they are testing the water and try to butt head with Veritas. Whether it is Gadzooz, Vixel or Ancor, IMHO it really doesn't matter at this time. KJ