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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: J Fieb who wrote (1643)11/20/1999 1:43:00 PM
From: Greg Hull  Read Replies (1) of 4808
 
JFieb,

I started reading the Gilder Report last year and realized pretty quickly that an FC switch probably would not get the thumbs-up from GG. While some of the companies (industries) that he has championed have seen a sharp increase in share price, those that he has poo-poo'd have not all cratered. (MSFT, CSCO, TLAB off the top of my head). Getting a thumbs-down from him is not a death curse.

I would like to read more from him on how the NAS model would work. Would each NAS module have only one hard drive, or would the drives be clustered before making the network connection? How do the clustered disks communicate with the network - IP over GE?

One thing that has always struck me about the SAN concept is the argument that traffic should be off-loaded from the LAN to a second network. If the SAN concept receives market acceptance, how many milliseconds will it take for the SAN winners to advocate a convergence of SAN and LAN to make life easier/less complicated/less dependent on multiple network staffs/etc.?

From my low to the ground perch it does not appear that GE will be the storage network of choice for at least the next few years. Two years from now we would expect significant success for FC companies and our headlights can illuminate farther down the network highway. I would not dare to pen my name to 5-10 year predictions as GG does every month.

Greg

P.S. Basic question on switched Ethernet. There was a reference earlier to CSMA/CD vis-a-vis switched GE. Is this shared media access approach used on a dedicated switched connection too?
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