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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (26717)6/23/2000 12:07:00 PM
From: DownSouth  Read Replies (1) of 54805
 
Let me speculate, and speculation is the word, that NTAP is doing this chest pounding because it is within weeks of announcing a new clustering architecture.

NTAP just coined a new phrase, "storage networking", in that press release. Those words were chosen carefully, I am sure. What they will announce, I speculate, is the ability to tie (cluster) a virtually unlimited number of filers together, probably using VI and/or IP protocols, so that these filers can move files and incremental updates from filer to filer regardless of location in the enterprise, thus providing a configurable storage network (SN) for an enterprise that crosses the boundaries of storage on the "edge" and storage at the "core".

This is a direct assault on the concepts espoused by EMC and by SUNW with their SAN architectures.

NTAP has hinted at this for years, and has building the technology portfolio to deliver, as described in the press release.

I shall wait and see what happens.
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