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

To: Greg Hull who wrote (25857)	6/5/2000 12:46:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

wanna feel strange? for some reason, Greg, after reading this last exchange I went back to check out your original G&K post from a few months ago. Message 11194065 You were then in the process of catching up on the massive thread backlist, and I remember encouraging you in the effort even though it seemed absurd and even impossible. Well, congratulations, old-timer--you've been around real-time for more than 75% of the posts now... :0) tekboy/Ares@G&K100KinY2K+1.com

To: Greg Hull who wrote (25857)	6/5/2000 8:35:00 AM
From: DownSouth	Read Replies (3) \| Respond to of 54805

Greg, thanks for the most concise, logical snapshot of the state of the FC industry in the face of new storage networking innovations. I agree with everything you said. In fact, you are causing me to solidify my opinions wrt FC as a potential investment for me. FC will not be an investment for me, because I consider a 2-3 year window of growth before IB or GbE potentially disrupts FC to be much too short and too risky. (It could happen much sooner.) My thinking about SAN and NAS has taken significant new directions as a result of discussions here. SAN and NAS are truly complimentary and are really two technological architectures that are now coming together to create the next wave of storage subsystems where NAS is the method of connecting to the storage management system to network(s) of app servers and clients, and SAN is the method of connecting the storage management system to the storage devices, including disks and backup media (tape, optical, etc.). Whether the SAN media is FC or GbE or IB is not important. I have also modified my opinion about NTAP and EMC's perspective roles as competitors. Each provides a solution to different niches of the market. EMC provides the solution for enterprises striving to centralize the location and management of their data. NTAP provies the solution for enterprises striving to distribute its data collection and data management to strategic locations/organizations of the enterprise or its customers. The EMC/NTAP battle is a continuation of the battles that began with mainframe versus mini; then mini versus PC. Jerry