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Technology Stocks : All About Sun Microsystems
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To: E_K_S who wrote (24251)12/7/1999 5:04:00 PM
From: rudedog  Read Replies (1) of 64865
 
The future of enterprise storage is SANs - there is too much economic pressure to go any other way long term. Also SANs provide a more robust environment with less downtime, better disaster recovery and transparent backup.

SUNW can certainly optimize both their servers and storage to more fully enable SANs. Getting into multi-vendor storage is harder, which is where EMC fits in - they are the current kings of that business. Storage has been a good high margin business for SUNW, and one which they have protected over the years, so I don't really see any long-term alliance with EMC. SUNW needs to develop that revenue asset for itself.
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