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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: MileHigh who wrote (9572)3/11/2000 8:09:00 AM
From: Bob Frasca  Read Replies (4) of 17183
 
I'm afraid that I must disagree. Gilder may think that NAS will win out but there is little evidence to support it. My understanding is that NAS is not scalable and it has severe distance limitations. These are potentially fatal flaws. A couple of the NAS stocks like NTAP are hot but the SAN market is huge and product is shipping. Key players such as SUN, IBM, Compaq, Dell, Hitachi and even EMC are shipping SAN's now and are just now starting to ramp up sales. SUN, in particular, has just started to ramp up it's SAN sales. (I believe the product is called StorEdge.) In the same space, Fibre Channel hub and switch makers such as BRCD, ANCR, VIXL, and ZOOX are starting to ramp up their sales as well. In the controller sector, no one is hotter than QLGC though EMLX is doing well. (I was fortunate enough to purchase QLGC a year and a half ago. Three splits in the last year and it has doubled since it last split a month ago. A rare twenty bagger for me.)

All evidence seems to indicate that the SAN market is alive and well and growing like wild fire. What evidence is there to indicate that NAS is going to supplant SAN in the storage world other than some highbrow white paper?

I'd be interested in any info you might have.
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