How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 472.94

-2.2%

Jan 2 9:30 AM EST

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To: rudedog who wrote (52595)	11/3/2000 10:21:03 AM
From: Bill Fischofer	of 74651

Re: Scale-out vs. Scale up There is a complementary trend which further augments the scale-out trend. This is the trend towards externalizing storage into storage networks. Once storage no longer has a processor affinity (the so-called "server attached storage" market) the server no longer becomes the focus of the datacenter. In the emerging storage-centric paradigm the core of the datacenter is storage (which is also its fastest-growing component) while the processor becomes the new "peripheral" to the storage network. Storageless processors become the new disposable commodity since the real value (which has always been the data) is no longer tied to any specific processor. This is the reason why the real threat to the traditional "big box" companies (IBM, HWP, SUNW) isn't Wintel. It's EMC. Wintel simply fills an opportunistic role in the new storage-centric IT ecosystem. Just as mammals succeeded dinosaurs but were not themselves a threat to them, so too is the big box/little box debate easily mischaracterized as direct competition.

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