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: Jeff R who wrote (19105)	11/2/1998 10:36:00 PM
From: Heddon	Read Replies (3) \| Respond to of 29386

Some more ramblings: 1. Roy S. is probably right. What makes any of us think that the switch is so darn hard to duplicate. 3Com throws a little money and brainpower at Gadzooks and ... Viola! Cisco can do even better. Our dear ANCR could give one of the other networkers a better leg up ... but at what premium? Probably not as good as we would hope for. Probably closer to what Roy has in mind than what we have in mind. 2. I commented in the past that ANCR management probably has a cozier relationship with the Reg D boys than we would care to think. How could they possibly screw us, the long-term investors. I already have the bill from my proctologist to prove how bad it can get. Don't think they're on our side. Not for a minute.

To: Jeff R who wrote (19105)	11/3/1998 9:10:00 AM
From: KJ. Moy	Respond to of 29386

Jeff, <<Yes, Netbackup is a network based backup solution similar to Legato's Networker. Legato has more OEM bundling deals (ie. Sun), I am not sure if Netbackup has any such deals. Veritas is positioning itself to be big in the SAN arena. Key products such as Netbackup and Veritas Cluster Server (VCS) are being build with SANs in mind. VCS allows failover between up to 32 nodes sharing storage in a SAN >>> Thanks for sharing your knowledge on these companies. KJ

To: Jeff R who wrote (19105)	11/3/1998 1:00:00 PM
From: Technocrat	Respond to of 29386

Jeff, You misinterpreted my remarks about Veritas. I never said it was "just" a file system vendor. What I did say was that its primary accomplishment was developing the VERITAS File System. This is a huge achievement. You see, a file system along with its integration with BIOS and BDOS routines typically represents the foundation of an entire operating system. Microsoft is struggling with its NT 5.0 filesystem which has ballooned to over 35 million lines of code (NT 4.0 is reported to be around 5 million lines). So, I would never belittle this back-breaking work. Veritas is just a filesystem vendor as in Intel is just a CPU chip maker. Veritas carved its business by shoring up "weaknesses" in the Unix operating system as regard to filesystems. Recall that Unix came from a research environment and the beauty of its design is the simplicity of the file system. Big businesses used to working with mainframes wanted some of the complexity back in like volume management. Companies like HP, Sun, SGI, and the like shunted those clients to Veritas. Consequently, Veritas has its tentacles inside the heart of many of the top software development staffs of the Unix OEMs. For the last couple of years on this thread, I have made the prediction that before FC could make serious progress with SAN markets, the filesystem vendors would have to incorporate this technology into their software. Hardware could work super fine, but without the software the system does not perform to meet the potential. So, you see, I was emphasizing the significance of Veritas involvement compared to Legato. I'll make another prediction. I suspect the best FC software will come from the Open Sources market. Look for some speed records to show up with Linux running on racks and racks of systems at some ISPs. There is a FC Linux software running right now which has Veritas scratching their head. Kurt