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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (9600)5/8/2001 9:57:43 PM
From: Bill Fischofer  Read Replies (1) of 10309
 
We shall see.

Step back from the technology and look at the bigger picture. Everything is being driven by people productivity. The reason why the storage-centric paradigm is tearing the enterprise computing world apart and dethroning the central processor is entirely due to the need for staff productivity to keep pace with the explosive growth in storage. This is already the driving force in the enterprise space and will become overwhelmingly dominant over the next few years. The hardware cost is almost irrelevant--something that the "our box is cheaper" crowd still don't quite understand. The structures and architectures needed to manage petabytes relegate these factors to rounding errors.

Server-attached storage is a dead end. Storage networks will dominate. In the enterprise space these will be leveraged to provide competitive advantage. In the midrange and small business space this will be outsourced to network storage providers like STOR and ASPs like USIX. Outsourced storage services, by the way, are what will more than fill the broadband pipes being constructed and make today's worries over "bandwidth gluts" look silly.

WIND has many opportunities ahead of it, but I doubt if disrupting EMC and CSCO are among them.
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