SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Son of SAN - Storage Networking Technologies

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: George Dawson who wrote (3214)5/4/2001 5:39:31 PM
From: David A. Lethe  Read Replies (2) of 4808
 
I don't know what specs you've been looking at for the HDS boxes, but they are pretty ho-hum. The literature is carefully crafted, but misleading on many points. Kind of disappointing, I would have expected better .. They also specifically mention EMC's shortcomings. You never discuss the competition.

For example, HDS's datasheet states that you can do 24 FC ports. Actually each controller works in pairs, and they are dual ported. So to get 24 ports, you just rack 6 systems in the same cabinet. They don't work together a la EMC. RAID levels? They don't even support RAID-3.

Much of their software is 3rd party, which is fine, but that means that it won't be a source for high revenue (unlike EMC).

Having said that, HDS strength is really more in sales/marketing, rather than storage hardware/software. Their literature looks great. If anybody things they are in a position to give EMC a run for the money, then they are very premature. HDS isn't in the same class yet. However, HDS is a bigger threat to the likes of Eurologic.

(And .. for the record, I don't work for EMC, and won't buy HDS on the IPO.).

David
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext