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Technology Stocks : Network Appliance

NTAP 109.43

-0.2%

Nov 14 9:30 AM EST

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To: Allegoria who wrote (5668)	12/18/2000 2:38:19 PM
From: DownSouth	Read Replies (1) of 10934

I realize that you were repeating the words of the article. I just wondered if you see the world that way. It sounded very much as though you do look through that lens. If you do, as an investor (as opposed to a technologist), I suggest you reconsider that paradigm. For investment decisions and strategic vision purposes, it is dated. It reflects the recent past, but not the future. SAN and NAS were competing architectures. They have, for all intents and purposes, merged into mere topologies that fit within the storage network architecture--soon to be joined by InfiniBand, DAFS/VI, etc. Of course, scalability is an issue with some people. But they are mistaken if they make the general statement that SAN is more highly scalable than NAS. They must now take that discussion down to the product/vendor level rather than the architecture level. It is now a function of much more than SAN vs NAS.

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