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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: Tony Viola who wrote (10214)5/14/2000 9:36:00 PM
From: dreydoc  Read Replies (1) of 17183
 
Tony:

The reports says that storage is central to the "third wave of industry evolution", that is the Internet, and
server attached storage is succumbing to SAN's and NAS with each growing approx 67% per year.

It says that Fibre Channel is becoming the leading transport protocol, but that ML expects that Gigabit Ethernet will likely bypass it over time. They cite embedding the IP stack into hardware and 10Gb Ethernet single-chip transceivers as key enablers.

They forecast that NAS and SANs may converge into a high speed IP network with file and block level commands running over Gb Ethernet.

Finally, "although NAS and SANs are complementary today, NAS is probably a disruptive technology to SANs long term."

dd
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