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 : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Neil S who wrote (899)	11/28/1998 3:01:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Hi Fibre rebounding on the surprising strength of EMLX: exchange2000.com Early FC beneficiaries appear to be EMC (SANs), EMLX (I/O), and QLGC (I/O). Switches coming in on the next wave? Will Brocade's early '99 IPO catch it or impel it? Good luck to all. Douglas

To: Neil S who wrote (899)	12/8/1998 7:32:00 AM
From: Neil S	Read Replies (1) \| Respond to of 4808

The always available Anders Lofgren comments on Dell: zdnet.com "If they're going to be an enterprise player, they need to have viable storage offerings," said Anders Lofgren, an analyst at Giga Information Group, in Cambridge, Mass. "The next big step is for them to start evangelizing the SAN [storage area network]. Like everyone else out there, they need to do that in order to succeed." Crunch Time: In the first quarter, Dell will introduce a Fibre Channel switch for the SAN. The technology will probably be licensed from a third-party developer, a Dell official said.