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

To: gdichaz who wrote (32276)	9/25/2000 10:46:40 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Here was my response to Paul Lamonica, the article's author: "There can be only one" was from the movie ________. By the way, let me give you a different slant on NAS as a disruptive technology. NAS is a simple architecture introduced in concept by SUNW with the NFS protocol. It is not a disruptive innovation (DI). However, NetApp developed a new file system called Write Anywhere File Layout (WAFL). The system is patented and is an integral part of NetApp's proprietary ONTAP operating system. It is WAFL that is disruptive. WAFL is far superior to the native file systems of UNIX and Windows. It writes data more efficiently, it protects data more reliably, and it creates backup copies of data at any point in time (SNAPSHOTS) instantly. It greatly reduces the cost of system administration, thus reducing the total cost of ownership of NetApp filers compared to any competitive offerings using versions of UNIX or Windows and native file systems. NetApp's WAFL allows NetApp filers to "dis-integrate" the file system from the application server and/or client PC's. The result is a price/performance ratio than cannot be matched by the NAS products of EMC, SUNW, or anyone else relying on the native file systems of UNIX and/or Windows. You are right, imo, about EMC and NTAP being good investments, by the way. But there will be a Gorilla emerging (in the context of Geoffrey Moore's works), and as things stand now, it will be Network Appliance.