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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Gus who wrote (3015)3/29/2001 11:35:57 AM
From: Sam  Read Replies (2) of 4808
 
Hi Gus,
Well, it is a little reminiscent of TeraStor, except that TeraStor never even got to the point of demonstrating a real product. Nor, for that matter, did Quinta, as I recall, though Seagate claimed that their Quinta research gave them other benefits in their in-house head R&D. I doubt whether it was $300m worth of benefit, though, or even close.

Your general point--and Bill's--is surely right, though. Just having a fast box means nothing in itself. We'll have to see if third party software vendors like Veritas do anything with BlueArc. I don't know enough about it to make any even half-way intelligent comments on it.

Meanwhile, the tornado down continues.... McData is back to where it was before the EMC story broke, and looks like it is heading lower. The Gods of Mr. Market look like they won't be satiated until they erase the gains of the Clinton years completely. Astonishing.

Sam
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