> Like most NTAP fans, you have a very narrow view of the opportunity for storage.
> As a core function, file-serving represents less than 20% of the universe
> of functions that can be peformed by the storage system.
Gus, it's 2001, don't be a "block-head". NTAP is selling "filers" that
are use in database functions that were, previously, only used by direct
attached storage. Did you hear the part in the conference call about
Oracle standardizing on NTAP's filers for their database ASP business?
Isn't Oracle a big EMC customer and don't you think EMC bid hard on
that project but lost anyway?
NTAP has supported database among other traditional "block" applications
for a long time. They are slowly getting people to realize that it isn't
"block" vrs. "file", it's that they can do faster, cheaper and better.
As to 20% of the universe of functions: NTAP says the UNIX/NT storage
market is a $25B market - that *is* the market they are going after,
block, file, text, video or audio, they want to store it all. |
