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Technology Stocks : Network Appliance

NTAP 111.56

+1.1%

3:59 PM EST

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To: mthomas who wrote (1709)	12/6/1999 9:52:00 AM
From: DownSouth	Read Replies (1) of 10934

Is 10 Gigabit Ethernet the disruptive technology that will slow down SAN development and bring some of that market over to NAS? Will this also take fibre channel to a cul-de-sac (closed ended market)? Excellent question, m. SAN's strength is in its ability to manage storage farms. NAS's strength is in its ability to provide network access to very fast storage. So...as the network bandwidth becomes cheaper and faster, the strength of NAS is increased, its cost is decreased. What NAS vendors must do is provide the storage capacities and management software to complete the picture. Do you think NTAP knows this?

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