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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (52595)	11/2/2000 11:28:02 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 74651

When we start talking about problems in such an abstract fashion, it's unclear to me whether TPC-C is even relevant. JMHO. Charles Tutt (TM)

To: rudedog who wrote (52595)	11/3/2000 12:20:23 AM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

According to 'volume and exotic technology' theory rudedog, Sun's little open standards commodity Cobalt server appliances will be wreaking havoc in the Wintel world, yes? -JCJ

To: rudedog who wrote (52595)	11/3/2000 10:21:03 AM
From: Bill Fischofer	Respond to of 74651

Re: Scale-out vs. Scale up There is a complementary trend which further augments the scale-out trend. This is the trend towards externalizing storage into storage networks. Once storage no longer has a processor affinity (the so-called "server attached storage" market) the server no longer becomes the focus of the datacenter. In the emerging storage-centric paradigm the core of the datacenter is storage (which is also its fastest-growing component) while the processor becomes the new "peripheral" to the storage network. Storageless processors become the new disposable commodity since the real value (which has always been the data) is no longer tied to any specific processor. This is the reason why the real threat to the traditional "big box" companies (IBM, HWP, SUNW) isn't Wintel. It's EMC. Wintel simply fills an opportunistic role in the new storage-centric IT ecosystem. Just as mammals succeeded dinosaurs but were not themselves a threat to them, so too is the big box/little box debate easily mischaracterized as direct competition.