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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Eleder2020 who wrote (25109)12/8/1999 12:13:00 AM
From: Srinivasan Balasubramanian  Read Replies (1) of 29386
 
SAN and NAS

I think the Gilder triggered perception that SAN is hyped and that NAS being a 'stupid storage' will eventually win is way premature. Looking at the players in NAS, only NTAP has surging revenues. Again, I suspect NTAP gets a major part of their revenues from web cache appliances (probably used for mirroring etc) rather than from enterprise applications or filers. Probably it is too early to call, I am playing both of them.
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