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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: David A. Lethe who wrote (3089)4/14/2001 3:29:54 PM
From: George Dawson  Read Replies (3) of 4808
 
Seems like the usual high tech political battle to me.

The distance consideratioms seem to logically flow from the fact that IP networks are basically designed for that, but FC is clearly not. Those of us who were around for the first battle that FC lost (to GE) have seen many tables where the LAN diameter of an ATM network was described as unlimited. Why wouldn't it be? The whole telecom infrastructure is there to support it. We will obviously not see a day when it is all replaced by FC. The same consideration applies for QoS on a telecom network. With various types of traffic and various priorities, QoS is obviously needed there. I am not too sure how QoS would help in a SAN where the traffic would seem to me to be more homogeneous. I read an interesting note somewhere saying that if there was enough bandwidth for all devices on the network - circuit rather than packet switching is preferred.

On the issue of security. I know about the IP based security protocols but as a practical matter - I don't know how making your SAN accessible to a broad IP network will make it more secure.

With regard to both technologies having a place in the data center - this document illustrates that very well:

ietf.org

If you go down to the "IP fabric implementation" it occurs because there is an FC fabric, whether it is FCP or iSCSI. The only question is will the IP companies be able to crowd out the FC company high margin products by incorporating FC ports (F_Ports) in their devices or not. My bias as an investor on the SAN side is that I hope they will be able to make the transition.

I appreciate your input as someone who knows more about it than me.

George D.
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