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Technology Stocks : The New QLogic (ANCR)
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To: KJ. Moy who wrote (18639)10/16/1998 6:41:00 PM
From: Technocrat  Read Replies (4) of 29386
 

KJ,

Sun has made a ton of money with their NFS approach
to file serving. This was an important innovation
in its day. However, note that it puts an upper bound
on how fast you can move data in the master-slave
arrangement. If you are in no hurry to get the data
the software works seamlessly. Sun liked the deal.
To get a high-performance arrangement meant you had to
lay out a pile of money on super-fast machines to act as
the master so as to compensate for the bottleneck.
I do not consider this to be SAN, but just
client-server computing like it has always been
done. More often than not, you merely replicated
the data with new disks when you added servers.

You are right selling Sun workstations will remain
profitable in the near-term much like Digital did
with their VMS for a few gravy years. Their reputation
is bankable. However, the handwriting is on the wall
that client-server computing is taking on a new look
which is driven by SAN and networking technologies.
Oracle's Larry Ellison says it is dead at a meeting
last week! This is hyperbole but the trend is right.

Switches play a role either way the cookie crumbles.
I was just pointing out that the Sun workstation
division has a natural bias hoping SAN adoption moves
slowly. The Sun networking and software divisions might
think differently :-) I am not at all surprised that
Sun has avoided announcing a FC switch deal.

IBM and HP are a totally different stories. They will
not follow the Sun behavior in my opinion.

Kurt
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