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

To: George Dawson who wrote (1268)	5/19/1999 2:34:00 AM
From: Kerry Lee	Respond to of 4808

I'm not sure if anyone reads this thread anymore, especially newbies to Fibre Channel/ancor. Why don't you post BRCD stuff in ANCR thread as well? You might get more discussion, especially since upcoming IPO may affect ANCR valuation. I have heard they are targeting to price IPO on May 24 with roadshow finishing up in NYC end of this week.My info could be outdated. I think the speed and number of S-1A's means they are really pushing hard to get SEC approval ASAP and go out with the IPO before the seasonal Summer tech stock market swoon.

To: George Dawson who wrote (1268)	5/30/1999 12:40:00 PM
From: GuinnessGuy	Read Replies (2) \| Respond to of 4808

George and All, Forgive me if this has been posted but there is a great slide/audio presentation on the NTAP site that is very instructive, IMO: netapp.com Click in the area that says "The Evolution of NAS and SAN". This took a few minutes to get cranked up but was worth the wait. Note the mention of an OEM with Brocade and the repeated mentioning of Brocade's name. Then notice how the speaker(a founder of NTAP) back peddles and says that they may use switches from other companies. Sounds like another OEM for Brocade that might just slip away. I wonder who the new vendor might be? -g- Something in the presentation that I thought may have been incorrect is the narrator's contention that FC only encapsulates SCSI. I could swear I've seen it stated in several places that it also encapsulates TCP/IP. If so, that would seem to invalidate his main argument for NAS in place of SANs. Then again, in the end, he gives a ringing endorsement for switched SANs. The presentation is about 23 minutes long so block out sufficient time. Craig