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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Gus who wrote (3600)7/12/2001 8:54:06 PM
From: KJ. Moy  Read Replies (1) of 4808
 
Gus, you wrote

<<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)>>

I totally agree with you on these points. Kumar worked for Intel for a while. However, I really don't think he understands enterprise computing. What's important and what's trivial between computers and storage systems. BTW, Gilder is in the same category. Both of them are sitting in some ivory tower and dreamt up how the world of Storage should look like and shoot their mouth off. They don't know how naive they look in the eyes of some tech engineers. Unfortunately, wall street has very few analysts who are well versed on the subject and have the guts to correct them. As a result, solid companies such as QLGC took a hit from time to time from their shoot from the hip negative comments. Nishan is awfully quiet these days. I wonder how many of their 'switches' were sold. lol.
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