StorageNetworks, Inc. (STOR) Message Board

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Technology Stocks : StorageNetworks, Inc. (STOR)

STOR 32.21

0.0%

Feb 3 4:00 PM EST

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To: David Hansen who wrote (54)	7/25/2000 1:33:09 PM
From: The Other Analyst	of 187

Where are the barriers to entry? I reviewed George Gilder's recommendation on Storage Networks from the June issue of the Gilder TEchnology report. The key paragraph in the report was the following: The key issue for the company is barriers to entry. What SNI pioneered in two years can presumably be accomplished more quickly by other companies that benefit from the SNI learning curve. However, it will not be easy. Raising $203 million of venture capital, hiring several hundred storage engineers, contriving two complex software systems suitable for diverse customers in oil, finance, and on the Web, negotiating thirty-six-month guaranteed Service Level Agreements (SLAs) with scores of customers from Merrill Lynch to X:Drive—all in just two years—Storage Networks is showing real prowess running with the bulls on Internet time. Although the field is crowded and there is scant room for mistakes, Storage Networks is the prime storewidth service provider today. It may not be easy to copy what STOR did, but what is to stop others from doing it?

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