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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: trendmastr who wrote (3894)8/23/2001 1:24:26 AM
From: Gus  Read Replies (2) of 4808
 
Midwest hicks strike back at rumor-mongering California slickers.

shareholder.com

Key points:

1) 1 Gbps 64-port directors ALREADY support 2 Gbps and 10 Gbps internally. Only a straight-forward blade upgrade (swap of port card?) will be required. Blades will be available by 1H2002 along with 2 Gbps upgrade of 32-port, 16-port and 9-port switches. On average, 64-port directors are shipping out with 90% populated ports.

Note that both McData and Inrange advocate using at least two chassis for applications requiring maximum availability.

2) 128-port director will make debut at 2 Gbps sometime in 1H2002. Typical rollout starts with OEM testing in one quarter, early ships in the next quarter and volume shipments after the end of the quarter.

3) Disputes Brocade's characterization of DTCC win - McData directors still support DTCC's mainframe SAN. Points to 13 competitive wins in Western USA alone during 1H2001. I'm not sure if this was aimed at Brocade or Inrange.

4) McData's Directors ALREADY provide native FICON support for IBM Sharks (disk) and Magstars (tape)-- the first complete FICON network for all you HSM (hierarchical storage management) afficianados out there.

Note that more than 50% of corporate data still reside in mainframe environments. More than 85% of that mainframe data still reside on tape. IBM identified server consolidation as the strongest trend in the moribund server market today. EMC identified disk-based storage consolidation as the strongest trend in enterprise storage. FICON enables tape-based storage consolidation.
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