NOVL's network directory service (NDS) is currently filling a sore need that MSFT has not been able to deliver (yet). That product, imo, is NOVL's only realistic hope for survival. However, it is not a Gorilla or even a King candidate. MSFT has a design and will deliver a product that will do the job well enough, eventually. (I hesiate to post my opinion because this is such a holy war between NOVL and MSFT with zealots on both sides.)
Therefore, NOVL gets none of my money.
As far as cache servers, that is an incredibly competitive market place full of Princes, with no King or Gorilla candidate in sight, imo. There will be good growth there for everyone in this tornado, but not a game that I care to play in, except with NTAP. NTAP only because of their dominance of the NAS market, not because of web caching. |
