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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (32831)6/15/2000 7:00:00 PM
From: rudedog  Read Replies (2) of 64865
 
JDN - there are two major classes of storage - attached and networked. Within networked there are two dominant architectures - NAS - Network attached storage - where traditional local area networks access the storage as if they were on a server, and SAN - storage attached networks - where the storage has its own high speed interconnect which is transparent to the servers except when they access the disks.

SANs are higher performance and put less load on the server, allow internal fault tolerance and storage redundancy, and have other benefits, but are more difficult to install and administer. NAS is "plug and chug" and uses management tools that administrators are already familiar with.

EMC sells mostly networked storage, both SAN and NAS, aside from their mainframe replacement business. Like most server vendors, SUNW sells mostly attached storage.

As I'm sure you are aware, both CPQ and IBM sell more storage than EMC and WAY more than SUNW - but it is almost all "attached". Both have SAN and NAS products as well but do not have nearly EMC's market presence.

It looks to me like the SUNW move is really aimed at CPQ and IBM rather than EMC - the price points are almost identical to the CPQ and IBM pricing. This would be a defensive move to keep SUNW server customers from being attracted to either CPQ or IBM multi-vendor storage by providing an equivalent SUNW offering. A smart move IMO. Any "outside" sales are just gravy in that scenario.
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