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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Greg Hull who wrote (25857)6/5/2000 8:35:00 AM
From: DownSouth  Read Replies (3) of 54805
 
Greg, thanks for the most concise, logical snapshot of the state of the FC industry in the face of new storage networking innovations.

I agree with everything you said. In fact, you are causing me to solidify my opinions wrt FC as a potential investment for me. FC will not be an investment for me, because I consider a 2-3 year window of growth before IB or GbE potentially disrupts FC to be much too short and too risky. (It could happen much sooner.)

My thinking about SAN and NAS has taken significant new directions as a result of discussions here. SAN and NAS are truly complimentary and are really two technological architectures that are now coming together to create the next wave of storage subsystems where NAS is the method of connecting to the storage management system to network(s) of app servers and clients, and SAN is the method of connecting the storage management system to the storage devices, including disks and backup media (tape, optical, etc.). Whether the SAN media is FC or GbE or IB is not important.

I have also modified my opinion about NTAP and EMC's perspective roles as competitors. Each provides a solution to different niches of the market. EMC provides the solution for enterprises striving to centralize the location and management of their data. NTAP provies the solution for enterprises striving to distribute its data collection and data management to strategic locations/organizations of the enterprise or its customers.

The EMC/NTAP battle is a continuation of the battles that began with mainframe versus mini; then mini versus PC.

Jerry
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