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

To: J Fieb who wrote (1125)	3/30/1999 10:26:00 PM
From: GJS	Respond to of 5853

Glad to be here. Regarding coopetition, I am betting on the end users to drive this. A customer cannot manage a heterogeneous SAN unless all the vendors in it agree to coordinate any changes with each other. If we can get just a few companies to work together, and customers respond by purchasing from those that enable their ability manage the SAN, then $ will hopefully start to accelerate support of open environments. This has happened slowly in the past. Communications, such as Ethernet and FDDI Disks were all proprietary then SCSI came along and while not perfect they achieved a level of common support. I am aggressively presenting this at industry meetings, to industry analysts, to Fibre Channel providers and to customers and prospects. Customers have islands of systems today. If we can't change this then they will end up with islands of SAN's. Not a big win for the customers. If companies, analysts, and standards bodies can convince the customers to not accept proprietary solutions and to vote with their dollars for open solutions then we can start to effect change. Lockout strategies rarely last when the customer has choices.