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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (2224)	9/11/2000 5:25:48 PM
From: KJ. Moy	Read Replies (1) \| Respond to of 4808

Gus, thanks for another great article. <<* Congestion on IP networks leads to some very impacting consequences. >> <<* Most corporate environments require a level of performance from their storage systems that is a major element in their business. This requires a consistent, guaranteed level of performance from the storage subsystem. IP is unable to provide a guaranteed performance with the varying overhead and congestion problems noted earlier.>> When the visionaries came out and predict SoIP will take over the world, they specifically stated that they did not want to discuss the technical details. In doing so, they totally missed the main argument. <<* One criticism that must be made is that most of the people making the case for SCSI over IP do not have storage backgrounds – backgrounds in the development or detailed understanding of storage systems as utilized in block I/O for performance critical environments. A network person without this background has less credibility.>> This can't apply to these so-called visionaries. Can it? <g> <<Storage can be done over IP and is being done today with NAS. There are improvements in performance being made with IP but improvements are also being made in fibre channel. In fibre channel, 2Gb/s is being deployed today and 10Gb/s is in development. The bottom line is that storage over IP is not for everyone and because of the security, integrity, and guaranteed performance concerns>> Can someone please tell these visionaries. Amen. IMO there will be strategic posturing among the chip/networking/server makers. What I mean is that while server companies talk about offloading 'work' from the processors, they really want more processing done at their servers, (more efficiently may be). The Intel would want the real offloading to happen because it is in their advantage to take business away from the SUNW and HWP, etc. The QLGC and the like has to see which way the wind blows IMO and position themselves accordingly. KJ

To: Gus who wrote (2224)	9/11/2000 10:18:48 PM
From: J Fieb	Read Replies (2) \| Respond to of 4808

Gus, Are you in the storage biz? Thanks for the great article.... IBC is winding down. Some more storage news. Was hoping for more definitive HD/2G FC links, but I think the HD is slow like the rest of the digital video revolution. Monday 11 September, 2000 Storing on Sagitta London's Framestore postproduction facility has this week installed around £50,000 worth of disk-based fibre-channel storage from Sagitta Performance Systems upon which to base its new hierarchical storage management (HSM) system. The Sagitta anchor comprises one terabyte of storage across 17 x 73 gigabit drives, with a fibre channel array that can deliver data speeds of up to 190Mbit/s to Framestore's SGI Origin. Being scalable, further disk drives can be added to the original RAID box as and when Framestore requires. The announcement comes as Framestore enters production on a major special-effects-laden project for Hallmark named Dinotopia. The project will require 10,000 special-effects shots from Framestore, a task that is expected to take 18 months to complete. Initial 3D work has begun in Soho while the Pinewood shoot continues. Dinotopia is the driving force behind Framestore's decision to opt for the Sagitta system, says Steve Prescott, director of technology at Framestore. SUNW's iForce..... Sun to launch Australian MHP lab October will see US-based Sun Microsystems taking advantage of the launch of digital television in Australia to unveil a new DVB/MHP development centre in Sydney. A partnership between Sun's US and Australian operations, the centre is the first outside the US and will form part of a network of similar facilities in various countries. According to John Arnold of Sun Microsystems Australia, who will head the new centre, "With the changeover to digital television, there is certainly a need for a centre in this part of the world. It's part of a larger initiative called iForce, and what we want to do is have a solution stack, if you will, for this particular space that is in-country, is working and can be demonstrated." The centre will feature a staff of six and will be built around a "digital household" to give broadcasters and developers an insight into how MHP can work. AVID going to get it together? Avid Technology has announced a remarkable turnaround. The company is now reporting its best results for some time, with a US$120 million turnover in the second quarter of this year. At his first IBC since being named president/CEO of Avid, David Krall, the former CEO of Avid division Digidesign, talks with IBC Daily News about the company's transition - and looks ahead to new opportunities. "It's been a long year," he chuckles, explaining that Avid "got into trouble" when rapid growth caused expenses to get ahead of revenue. In addition to controlling expenses, Krall focused on three areas during the year - connecting Avid products, connecting with the future and reconnecting with customers - who had become frustrated with poor service. Krall says that now customer service is the only area of the company that he allows to go over budget. On the products front, Krall emphasises the rollout of Unity to connect the Avid systems. And looking to the future, he says the "create once, deliver everywhere" initiative is critical as interest in streaming media continues to grow. Sony and SUNW's BUlldog getting together? IBC2000 Daily News Monday 11 September, 2000 Bulldog works with Japanese giant SONY AND BULLDOG have formed an alliance to combine the latter company's digital asset management technology with video resources and distribution channels from the Japanese giant. Termed the Sony Media Management Service (Sony MMS), the technology is currently being shown at work on the Sony stand and has attracted attention to the tune of a first order. The University of Sunderland has signed an MMS framework enabling agreement with Sony BPE, which will lead to the system's installation at the School of Arts, Design and Media. "This will enable us to develop relationships with commercial organisations where we can use our skills to repurpose content reflecting their needs."comments Mike O'Brien, co-ordinator of strategic resource development FC and digital video still doing well together... Leitch rings the Bell Bell ExpressVu, one of Canada's largest broadcast distributors, has ordered a server and editing packages from Leitch, in a deal worth an impressive Canadian $250,000. The order includes two VR servers. The distribution system server has 13.5 hours of RAID storage and eight channels controlled by Spotbase software. The news system server meanwhile has a similar RAID configuration and capacity and will operate in conjunction with Leitch NewsFlash editors. Bell ExpressVu has ordered the new systems for its Vu! pay-per-view service. The Leitch networks will edit promotional and other interstitial material, and provide programme delays. "These servers are very reliable, easy to use and the fibre channel storage allows editing stations to be easily added," commented Robert Peter, director of broadcast technology for Bell ExpressVu on the purchase.

To: Gus who wrote (2224)	9/12/2000 8:45:27 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Great find Gus, thanks for the excerpt (mind if I ask how you cut and paste pdf?) and the Evaluator Group link. I just may be able to coerce a client into joining for me.<g> The Forbes\Gilder Telecosm Conference runs tomorrow. Friday's agenda dishes up "Storewidth." Gawd forbid any mention of IP. forbes.com FRIDAY, SEPTEMBER 15 STOREWIDTH PARADIGM 8:10 AM - 8:45 AM Speakers: George Gilder, Chairman, Gilder Publishing Dan Warmenhoven, CEO, Network Appliance, Inc. STOREWIDTH BATTLEFRONT 8:45 AM - 10:10 AM Speakers: Avi Freedman, VP & Chief Network Architect, Akamai Drew Major, Chief Scientist and Technology Officer, Net Content Division, Novell Niel Robertson, Vice President of Research, Exodus Bill Miller, Co-founder, Executive Vice-President and CTO, StorageNetworks Moderators: George Gilder, Chairman, Gilder Publishing Commentator: Steven Milunovich, Managing Director, Securities Research & Economics, Merrill Lynch