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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: stockman_scott who wrote (4555)5/7/2002 5:20:19 PM
From: David A. Lethe  Read Replies (2) of 4808
 
I'm not familiar with them. I also haven't noticed them at any of the storage-related trade shows.

My 50,000 foot view of them is they have a lot of competition from vendors with much more functionality, and because of this, I wouldn't invest. Their competition is established in the high-revenue high-number-of-seats customers, and there isn't room for this package alongside CA, Tivioli, BMC, and the others.

David
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