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

To: buck who wrote (25125)	5/21/2000 9:38:00 PM
From: Mannie	Read Replies (1) \| Respond to of 54805

< One day soon, all of this will collapse into InfiniBand, and the distinctions will be essentially meaningless to the average Gorilla investor.> Buck could you expound on Infiniband for a very non-techie based investor, please? I hold both NTAP & EMC. Thanks, Scott

To: buck who wrote (25125)	5/22/2000 8:50:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Methinks there is a misconception about the perspective roles of SCSI/FC/Ethernet in the NAS architecture. Communications with storage devices in NAS is via SCSI and/or FC--NOT TCP/IP (Ethernet). The LAN, whether via TCP/IP, FDDI, or ATM, is the communications pipeline between the application host and the NAS filer. Applications need not be modified at all to implement a NAS filer if those applications are able to use NFS (UNIX) or CIFS (Windows). Your statement: This SCSI protocol runs natively over fibre channel, but not natively over ethernet and IP. Porting existing applications particularly will be an arduous task. seems to reflect a different concept.