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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (31814)9/18/2000 11:12:26 AM
From: willkm3   of 54805
 
Gilder's NTAP comments

Gilder Publishing's Gilder on Storage-Area Networking: Comment


Squaw Valley, California, Sept. 15 (Bloomberg) -- George Gilder, chairman of closely held Gilder Publishing and a well- known technology futurist, comments on storage-area networking and Network Appliance Inc. He spoke at the Gilder/Forbes Telecom Conference in Squaw Valley, California.

``It was one thing to move the printer onto the network. The computer became disaggregated in a limited way. It's when you really move storage out onto the network that the computer industry faces a fundamental transformation.''

``The leading company in this transformation -- one of the most powerful companies to emerge in Silicon Valley -- is Network Appliance.''

(Network Appliance CEO) Dan Warmenhoven has been a leader in moving storage from the box to this new architecture where all storage is dispersed across the Web.''

``You have this movement in storage on the network. At the same time, we have a contrary movement by increasing the amount of storage available to your PC because it's on the network.''

``The access to billions of Web pages on the network is really the most powerful development in enhancing the potency of computing devices.''

willkm3@GG=gorillagame.org
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