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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Alex MG who wrote (3452)	7/5/1999 12:19:00 PM
From: Len	Read Replies (2) \| Respond to of 54805

Nice post. Can you explain if ANCOR is a direct competitor of EMC or is EMC a potential customer. Thanks. Len

To: Alex MG who wrote (3452)	7/5/1999 1:20:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 54805

gradeaux, I read with a keen sense of interest the Yahoo! poster's (aftbaz's) comments, but noticed that he stopped just short of the next sweet spot gradient, and that is the eradication of geography as an inhibitor to "storage anywhere" technologies. Namely, those technologies which are engendered by optical networking schemes. See the first couple of links in my post #3430 on this thread, if you care to, and if you haven't already. Message 10381759 I found it interesting, recently, that Fiber Channel was offered as a solution by CSCO and other top tier vendors (some of whom like NT already are preeminent in the DWDM space), supporting great distances (50-to-100 mile radii in one instance) using OEM'ed configurations over fiber-derived lambdas (wavelengths, or colors of the spectrum), using DWDM platform enablement. I could be wrong, but to the best of my knowledge the main FC players don't support this at the present time on a stand alone packaged basis, without customized attention. Due to what we now see as the beginnings of proprietary- (as well as specialized carrier deployments of) multiple wavelength metro area [dark] fiber networks, which hopefully will continue unabated into the future, we will be seeing a lot more of this in short order, I believe. And this new mode of tranporting data to DASD, backup and archives will have a significant disruptive effect to the rest of this distance-sensitive solution space, which still engages in sending tapes to data centers or backup sites, or worse, not sending to back up or archive, at all. Re: not backing it up at all, most would be amazed at how much of this is actually taking place right now due to the incredible amounts of data (of all types) being generated each day, and the logistics involved in backing it up. Just some thoughts... Regards, Frank Coluccio