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

To: DownSouth who wrote (26717)	6/23/2000 12:04:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 54805

ds, do you think BRCD could attain gorilla status now that it has CSCO as (almost) a partner and may make its Silkworm switches the dial tone connection to the storage network and the internet. jhg

To: DownSouth who wrote (26717)	6/23/2000 12:07:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Let me speculate, and speculation is the word, that NTAP is doing this chest pounding because it is within weeks of announcing a new clustering architecture. NTAP just coined a new phrase, "storage networking", in that press release. Those words were chosen carefully, I am sure. What they will announce, I speculate, is the ability to tie (cluster) a virtually unlimited number of filers together, probably using VI and/or IP protocols, so that these filers can move files and incremental updates from filer to filer regardless of location in the enterprise, thus providing a configurable storage network (SN) for an enterprise that crosses the boundaries of storage on the "edge" and storage at the "core". This is a direct assault on the concepts espoused by EMC and by SUNW with their SAN architectures. NTAP has hinted at this for years, and has building the technology portfolio to deliver, as described in the press release. I shall wait and see what happens.