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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (1086)	3/25/1999 9:31:00 AM
From: J Fieb	Read Replies (1) \| Respond to of 5853

A reader of your letter and perhaps others could use your efforts on..... EMC has become one of the tech elite. As outlined in a sample report......Many(like me) just can't buy it because it only goes higher and higher...... Ultimately, Ruettgers has set a target of $10 billion in revenue by 2001, a figure that requires 36% annualized revenue growth. ..... fnews.yahoo.com Some say that EMC is a major winner of the internet. There are few big dogs of the tech world that you haven't named in an essay, but this may be one? Are they a paradigm or just a freeloader? Recently this big dog of the tech world put its shoulder to the FC SAN wheel...... biz.yahoo.com The FibreAlliance Will Implement Common Approach for Managing Fibre Channel-Based Storage Networks but some others felt cut out of the action....... SAN Spat..... Compac, Dell, techweb.com Is SUNW dragging their feet? Sun is also accused of dragging its feet in joining partnerships and embracing standards with third-party mass-storage vendors, especially in the area of Fibre Channel. David Scott, HP's marketing manager for mass storage, said, "Sun waves its hands around the issue" of Fibre Channel arbitrated loop standards. Sequent's Fibre Channel product manager, Glenn Sullivan, argues that Sun "takes a confrontational approach on Fibre Channel. They are uncooperative because they compete against [members of the Fibre Channel Loop Association]. That's no guarantee they won't cooperate in the future. So far they haven't given an indication that they will." performance-computing.com Mr. Edwin Lee is eloquent in presenting the as yet unrealized promise that FC holds........He is a member of the T11 FC steering committee....... It opens bottlenecks..... t is worth repeating: the richness of the Fibre Channel Syntax structure, supported in words one through five of the header, distinguishes Fibre Channel from all other data-communication protocols. It enables a Fibre Channel port to support many upper-level protocols concurrently. It enables a Fibre Channel port to execute conversation management in its hardware or firmware within a few microseconds without calling on host processors. Fibre Channel opens three bottlenecks to high-throughput, low-latency communications: the host bus, the host operating system, and the host processor. or... Where does this lead? VI may be a step toward CANs--compute area networks. These networks will enable us to scale processing power the way SANs enable us to scale storage. CANs will require low-latency communications of many relatively short messages, while SANs require wide-bandwidth communications of much larger blocks of data. Fibre Channel is the one communication technology that supports both effectively. In fact, a single fabric can support both requirements concurrently. performance-computing.com Some of the small FC companies, will have IPOs soon(Vixel, Brocade, McData spin-off?). Please consider using your talents to get to EMC, the movers in this sphere, etc, and write us a report as to what is really going on with them. Is this a possible paradigm or just incremental evolution? Thanks for your time and consideration.