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Technology Stocks : Network Appliance

NTAP 117.53

+0.2%

Dec 8 3:59 PM EST

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To: BirdDog who wrote (7557)	4/6/2001 4:21:10 PM
From: DownSouth	Read Replies (1) of 10934

Let's review what has happened on the DAFS/VI front to put this BlueArc stuff in perspective: WRT reducing CPU bottleneck and using VI on existing infrastructure: netapp.com netapp.com A refresher on DAFS/VI: netapp.com netapp.com What I see is that NTAP has formed a value chain around DAFS/VI that will be hard to break by a newcomer. I believe that DAFS/VI will perform on par (price/performance) with BlueArc, as the concepts seem similar (take the I/O buffering out of RAM; bypass the IP stack; bypass OS overhead; distribute the processing to specialized chip sets on the network interface device).

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