Son of SAN - Storage Networking Technologies Message Board

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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: George Dawson who wrote (3594)	7/10/2001 3:00:16 AM
From: Gus	Read Replies (4) of 4808

....I think the comment about NAS and SANs not improving the performance or reliability of standard legacy SCSI says it all. Very weak argument.... I concur. Unfortunately for Kumar, the way he continues to misread the early stage storage networking is going to negate all his good coverage on Intel since storage is going to dominate the server-storage budget in just a few years. I don't think Nishan or any pre-revenue or pre-earnings startup is going to burst on the scene and save him from his chronic inability to distinguish between the architecture (SAN) and the interconnect (Fibre Channel) since that demand for those types of stocks peaked with Corvis and Avici last year. In fact, one can contrast the reception of the first Marc Andressen IPO (Netscape) in 1995 to the second Marc Andressen IPO (LoudCloud) in 2000 to gauge the dramatic change in demand for those types of companies. This should come as a sobering thought for the 200 or so private companies that have flocked to storage networking in recent months.

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