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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: trendmastr who wrote (1455)9/2/1999 1:47:00 PM
From: elmatador  Read Replies (1) of 4808
 
To: briand who wrote (28045)
From: elmatador
Tuesday, Aug 31 1999 5:22PM ET
Reply # of 28083

Lets do some thinking. I had for a while this model of the next next generation network. I called it the networks to
end all the other networks. Please, bear with me, because everybody says that no one knows how it is going to
look like. I hope you read on.

The pieces are follwoing in place now. Ive been following IBM, EMC, CSCO, Intel and DWDM start ups. Even
the cost of optical fiber connectors. Picture that.

you have Storage Area Networks (SAN), say servers farms, huge amount of content stored in there, linked to
other SANs which its own server farms via fiber. Machines such as CERENT (or Optical Networks, that startup
Kleiner Perkins Caufield and Byers funds) pumps data in and out this bandwidth monster DWDM on steroids
access nodes. Robust stuff cum with security.

Since we are at IBM. Look to IBM, all those mainframes, with the whole installed base of software, the data of
insurance companies, Banks, airlines, carmakers etc etc. Imagine the mainframes that process billing for public
utilities which will be unbundled.

That and all the data that needed to be accessed and "massaged" by people all accross the internet, could be
accessible. And will need to. Because the e commerce and ebusiness is gonna need all that. Under this perspective
the KPMG is looking clearer now, you know, in the end how taxes will be collected has to be sorted out.

This next next generation network will allow companies to do business in a very cost effective way and obviuosly
the first one to assemble the whole thing in a coherent whole will become somewhat like that company in Pacific
NorthWest.

Have you noticed that when you want more speed on your network, or fast bit rate in your connection to the
internet, you dont want fast rate. What you REALLY want is the fastest possible access to the CONTENT seating
on those servers accross the internet.
Fiber straight to
the back of the server, fibre channel. Perhaps CSCO even go for a fibre channel company, next.
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