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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Joe Wagner who wrote (1778)	2/3/2000 12:28:00 AM
From: buck	Respond to of 4808

Personally, I would say it's too early to tell, especially without saying what you favor them FOR. There are six distinct hardware components to a SAN: platforms, HBAs, hubs, switches, routers, and peripherals. That's a long value chain, and Ancor only makes one of them. Can they win that space? Undoubtedly. But there's more to a SAN than a switch. And besides, all of them amount to nothing more than a nice hi-speed, back-end network without OS and application support, both of which are just starting to bud. Data centers have been around for a long time, though. This is a new execution of that model, certainly, but the concept is not new. This is outsourcing, pure and simple. The alphabet soup that has grown up around them is new, but the concept is as old as, say, Ross Perot. The differences between a user sitting at a web browser that's talking to a Sun E10000, and a user from 1980 sitting at a 3270 terminal talking to an IBM mainframe is so minimal as to be laughable. I mean, the difference is a) bandwidth, and b) pretty pictures. I'll throw in c) more applications. That's a long way to getting to my point: the requirements are the same -- rock-solid, predictable performance with economies of scale. Does Ancor (or any of the others) provide that TODAY? Not yet...but they're getting there. Which is why you should at least watch the others, AND what makes this industry so fun! </soapbox>