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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tom Ardnij who wrote (27670)7/11/2000 1:30:37 PM
From: sditto  Read Replies (1) of 54805
 
Tom,

Thanks for the great DI synopsis. One point that caught my eye was the part about disaggregating the PC:

"George Gilder said that when the bandwidth outside the computer exceeds that inside, the computer infrastructure disaggregates. (See integrated disruption from above) He said that beginning with 10 Gigabit switches there was a 5X penalty to keep it inside. He said, that therefore all lose to network attached storage. This was the introduction to Andy Watson, Director Architecture & Deployment for Network Appliance. Gilder clearly favors NAS as a storage approach, but it's important to note that he considers storage to be an underserved market and therefore not subject to disruption. Therefore EMC is also in a very strong position. There is no overshoot, so disruption is not likely in an underserved market. A good argument for investing in both storage opportunities."

This concept was mentioned briefly in an earlier thread where the discussion concluded there was no visible gorilla play arising from this trend. I wonder if there is a potential gorilla play in the management of heterogeneous, geographically dispersed storage. I'm no expert in storage but I have to think as network storage (and particularly ASP delivery of storage) takes off someone like VRTS could extend their enterprise storage management expertise into providing a management application/framework to manage storage and service levels in real time across any number of network delivered storage providers - in effect creating a proprietary and open architecture. Seems somewhat analagous to the position ORCL developed when they became the de facto integration layer across disparate minicomputer platforms back in the 1980's.

I don't know enough about their underlying business but a quick glance at year to year growth looks like a tornado (although it may have slowed in the latest quarters - maybe caught up in CA and BMCS mainframe flu?). Anyone here follow VRTS or other similar companies to know how the storage management market is shaping up?

sditto@onthelookoutforopenproprietaryarchitectures.com
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