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

To: Smart_Asset who wrote (20056)	1/10/1999 8:42:00 PM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Tamson, <<<My question to you and others is: What industry is next in line in terms of need for implementation of fibre channel solutions in the san?>>> I think you are asking what application is next. Anyway, graphics is in desperate need of faster access and guarantee delivery which ethernet is lack of. So, we are seeing the first SAN application is in the graphics arena. The next application I think is Internet host contents arena. It allows individuals to market his/her ideas on the internet. Host contents providers are like marketing companies to these small businesses. Couple years ago, Internet started to explode and continue to do so into the forseeable future. Servers/storage relationship will exist for a long time to come. Example, SI founders started a free website for us Internet junkies and sold the business for millions. Everytime you hit the read button, there are many read/write access from servers to storage. Many access bottlenecks are created because of business like this. They are in desperate needs of faster access and more and more storage space. SCSI and Ultra SCSI may have a little bit more to add. But the clear winner is FC. What's also in line? Any business are looking into how to translate some of their processes into 'faster' 'ease of use', 'eliminate head count'. I am not talking about companies which are already in the Internet business. I am talking about 'ANY' business. For example, order processing of a haircare products company. The company can let retailers to have internet access to their order processing system and order direct. What this means is that more storage and faster access are needed. FC is the enabling technology for SAN and is taking center stage now. Ancor is in a very good position. KJ

To: Smart_Asset who wrote (20056)	1/11/1999 4:35:00 AM
From: GuinnessGuy	Read Replies (1) \| Respond to of 29386

Tamson, -you wrote- My question to you and others is: What industry is next in line in terms of need for implementation of fibre channel solutions in the san? The first thing that comes to mind(from some sources) is the banking industry and their need to make check processing easier. They have typically used microfilm to do the storage of checks. This is inefficient and they will want to store these images of checks digitally if it is of reasonable cost. And the most efficient way to do this will be under a centralized system like a SAN(i.e. - no duplication). It is a matter of timing to some extent. They want to get off on the right foot and a SAN offers them the simplicity(in theory) that they would like to have at just the same time they are going digital. So basically, I expect to hear of banks adopting the technology first(after the film-editing sector, which seems to be doing it now). Another area, that is a little further in the future, is medical imaging. X-ray, CAT scans and MRI's are ripe for going digital. Having these images in one centralized location will be necessary due to the size of the files as well as their accessibility. The holdback here is privacy perhaps. And although I don't have an investment in VRSN they would seem to be a likely candidate for providing such security services. But boy, is it an expensive play! Finally, further out in the future, I think that you will hear about the benefits of the SAN in the knowledge management area where IBM estimates 70 billion plus dollars will be spent in the year 2000. What's provocative with this technology is that there will be many sectors that can find huge benefit. It's kind of funny in that the energy for this is nostalgia that goes back to the mainframe days. The SAN will(hopefully) bring back the simplicity of storage to OPEN systems like it was in the mainframe world. I believe that if it can live up to this past mainframe performance/reliability, then it will really flourish. Hope this helps ... Lurk on, Craig