SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Thomas Mercer-Hursh who wrote (25018)5/19/2000 12:06:00 AM
From: Greg Hull  Read Replies (2) of 54805
 
RE: SANs

It has been a while since there has been any discussion of SANs around here (speaking of which, where is buck? we haven't heard from him in a month or two). The SAN (Storage Area Network) market is still not in Tornado yet. Here are some Gorilla comments from Ashok Kumar, an analyst for Piper Jaffrey. These comments were taken from a recent report on Brocade.

"The strong sequential growth was attributed to the market moving from homogeneous installations to heterogeneous installations. What this really means is the market is moving from single server, single storage installations to include multiple servers and storage subsystems on a storage network together. Another way of stating this is that the market is moving from test installations to initial deployments. However it is dangerous to extrapolate the numbers we have seen so far to say that it will be a large market. It just seems to have all the markings of an early adopter market."

and

"The fact that a data mover has the ability to copy data from device to device is one thing. The ability to integrate closely with an uninterested file system is something else entirely. Simply connecting things is the easy part, and a lot of hard work has been done by Brocade and others along the way. However, the hardest part - the big system software integration effort is still to come. The time it takes to make these things work may define the classic chasm for storage networking between early adopters and the large market buying the "killer app." Brocade seems to believe that the expansion of the market will follow some sort of natural progression. History tells us that serious infrastructure development on a broad scale can take much longer than anticipated as unexpected developments occur. Barriers beyond the control of Brocade are likely to develop. While Qlogic/Ancor will be a new thorn in Brocade's life, the biggest thorns lie outside the industry in other areas it cannot control or influence "

Those of us who follow the SAN game are eager to see if a tornado will develop. Right now the markets are lacking the required standards to simplify the adoption of SANs. Value chains are beginning to form. It will be interesting to see if the SAN market can hit the huge growth rates projected for the next three years.

Greg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News