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

To: KJ. Moy who wrote (2225)	9/12/2000 4:13:43 AM
From: Gus	Respond to of 4808

You're welcome, KJ. 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. Good point. EMC expects that the enterprise storage business -- at around $100 billion a year -- will be twice the size of the server market in 2005. One can see part of this trend play out in the rapid descent of mainframe pricing -- from $100,000 per single mainframe MIPS in 1990 to $2,270 per single mainframe MIPS in 2000 to a projected $400 per single mainframe MIPS in 2003 -- and Moore's Law at the low-end highlighted by the proliferation of clustered server appliances fueled by Intel's rapid standardization and reference platforms. How those twin trends will play out is anybody's guess but my expectation is that the storage industry will largely be insulated from the high stakes power plays of the server vendors and the data networkers. Already, the two leading information caretaker ecosystems -- EMC and IBM/CPQ -- have aligned their partners and suppliers, many of which they share in common, in multi-dimensional offense/defense formations to insulate the customers' information core from what is expected to be a wild-swinging series of power struggles brought about by increased convergence.