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

To: DownSouth who wrote (27677)	7/11/2000 2:06:40 PM
From: sditto	Respond to of 54805

DS, Based on my minimal research and your earlier messages, NTAP does seem to have both DI and an open proprietary architecture. I look forward to learning more on the subject. The opportunity I sense is that as NTAP, EMC, SUNW, IBM, DELL, CMPQ and others fight the NAS/SAN hardware battles, someone can and must step up to provide a management solution across all these heterogeneous storage solutions. Thus the opportunity for a gorilla game to evolve in the storage management area riding on the back of this hardware DI. It's my understanding EMC works closely with VRTS already. Don't know about NTAP or the others. Perhaps there is a path for VRTS (or someone else) to emerge as the management solution residing across the top of all NAS/SAN hardware. Just idle speculation on my part but looking for emerging architectures is what I like to do between Finnish/Asian FUD fights. sditto@architecturesareus.com