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

To: w2j2 who wrote (21833)	5/17/1999 1:44:00 PM
From: John E. Mansfield	Respond to of 29386

I have been working with EMC over the past 6 months and I must admit that their products and sales force are first rate. IMHO, EMC is the Gorilla in storage and will have the most significant say in how this market evolves. I know they are using the McData 32 port director in their own hosting center but also expect the NT/Win 2000 market to drive alot of business. I believe that EMC's competitive advantage is actually in the software that runs on their Symmetrix boxes, not in the switch nor in the fabric and they will continue to evolve this capability as they move into ESN (SANs).

To: w2j2 who wrote (21833)	5/17/1999 1:56:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Walter, The original deal with Bull was actually the third generation switch used for processor clustering rather than SANs. Since then ELMX had a deal with them for remote storage. To me this implies that past performance by Bull in this area might not predict the future, especially if they are ramping as soon as everyone else. If you look at their web sites, they also try to be interop with many server and storage platforms and in the end it might come down to whose switch gets used. This is actually looking like the crucial part of the deal to me. The other recent information that is relevant here is the HDS demo at CeBit. They demoed an MKII used for processor clustering. George