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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (37781)	1/11/2001 11:07:56 AM
From: Knight	Read Replies (1) of 54805

Possible competitors to NTAP's WAFL? Until about a year and a half ago, I worked in the storage management software space and was involved in research related to fibre-channel/SAN technology. Your description of NTAP's WAFL filesystem's ability to "dis-integrate the filesystem from the application server platform" reminds me of products from several other firms that I investigated at that time. One of these was Mercury Interactive (which has since been acquired by IBM). They had a product called SANergy that, as I recall, did something similar. There were also a couple of other companies that had products with the same basic concept. (I can't remember their names, but I think they were rather small companies and I suspect have also been acquired by now if their technology was valuable.) What I'm getting at here is: I wonder if there are other technologies that could eventually compete with WAFL? (I may be able to dig up the names of those other companies. Will see what I can find.)

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