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Technology Stocks : Network Appliance
NTAP 115.99+1.1%Dec 4 3:59 PM EST

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To: DownSouth who wrote (3044)4/8/2000 2:25:00 PM
From: pamela baker   of 10934
 
Storewidth 2000
forbes.com

By George Gilder

For the year 2000 we move on to the storewidth paradigm. Combining bandwidth and storage, storewidth enables swift and reliable access to the ever-expanding troves of content on the proliferating disks and cells--the repositories of the ever-ramifying Internet. Increasing at a rate of more than 60% a year, the capacity of storage arrays of all kinds is rocketing ahead of the advance of computer performance, which is continuing its 33% annual pace. But storage facilities are lagging far behind the 300% annual pace of bandwidth. This differential between the expansion of storage and the speed of computers is prompting a drive to get the computer server out of the path and replace it with a cheaper, faster special-purpose device, widely termed network attached storage (NAS).

This interface is the domain of storewidth. Which are the companies to watch? So far, coming to the fore are directories and caching schemes from Novell, direct-storage access tools from Network Appliance and Procom, gigabit ethernet switches from Foundry and Alteon and network access and caching management products from Akamai, Digital Island, Internap, Adero and At Home. Watch this space.

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From the Microcosm to the Telecosm
Get on the bandwidth wagon with these companies

forbes.com
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