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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BirdDog who wrote (15950)1/22/2000 4:36:00 PM
From: DownSouth   of 54805
 
Nice post, Ron. Let me clear up one little thing.

NTAP's technological advantage for NAS is its software. In particular, its proprietary method of storing and retrieving files, called Write Anywhere File Layout (WAFL) is the basis for many other innovations (NVRAM, SNAPTSHOT/SNAPRESTORE).

"Caching" is not what gives NTAP the advantage. Yes, they do use read/write buffer caching on the filer, but its nothing special, other than its in non-volatile RAM (NVRAM) creating tremendous reliability and recovery and clustering capabilities.

Usually when we refer to "cache" when we speak of NTAP, we are referring to the Web Cache software product. Web Caching is not related to NAS at all. Web Caching is a way to speed up response time by replicating data closer to the end user.

Now, what NTAP has done is put its Web Caching software on its NAS filers. The result is a deadly combination of speed, capacity, simplicity and reliability specifically for the Web Caching application.

NTAP sells its Web Cache software as shrink wrapped software, too. It will run on UNIX and NT OS platforms.
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