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

To: mauser96 who wrote (28648)	7/24/2000 4:29:46 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Bill's post was very insightful. Thanks for pointing me there. From the perspective of an NTAP investor, I can take Bill's thesis about dis-integration of storage from the processor one step further than EMC is able to do. NTAP's architecture (and only NTAP's architecture) dis-integrates the file management system from the app server's operating system. Just as SUNW/IBM/HWP/... are doing all they can do to proliferate their proprietary CPU-centric architectures under the guise of NAS and SAN, they are also trying to keep the UNIX or Windows file systems (software) between the user and the data. NTAP has already eliminated that very inefficient file system model from interfering with the user's access to data and the sys admin's management of the storage subsystem. Future implementation from NTAP will make that model more robust (Virtual Interface). EMC still requires and uses the Unix and Windows file systems, and their architecture in no way accomodates the elimination of that general purpose bottleneck.