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

To: Allegoria who wrote (37769)	1/11/2001 7:57:21 AM
From: DownSouth	Read Replies (4) \| Respond to of 54805

Eric, I have been waiting for someone to make this point--SAN and NAS are architectures (or even components) in the storage market. I agree. I actually object to the analysts' persistence in breaking this market into components based on storage network architecture. More appropriately, the market could be divided by the purpose of the storage subsystems. For example, content management/delivery versus centralized storage. This is a little fuzzy, but the nature of the devices appropriate for these applications is pretty clear. Content management/delivery requires techniques to store, retrieve, distribute, and cache information from centralized storage to the edge of the enterprise, where the storage and communications networks intersect. Centralized storage requires techniques to store and retrieve large amounts of data from and to multiple large application serving computers. The architectures of NAS and EMC's direct channel attachment have the fundamental performance characteristics to serve each of these niches, respectively. NTAP's NAS is the gorilla of content management/delivery because it is the p/p leader with bte and the software tools to perform the job. NTAP's filers for storage, content delivery software, and caching appliances fulfill the requirements of this environment. EMC's SAN (Symmetrix) is the king of centralized storage because of its throughput capacity as provided by direct channel attachment to mainframes and UNIX servers, and the capacities of SAN storage network topologies. EMC's NAS offering is an attempt to apply NAS topology to the centralized storage application.

To: Allegoria who wrote (37769)	1/11/2001 9:20:55 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I sure do hope this discussion eventually evolves into EMC being a Gorilla. That's why I bought it. My excuse is that I'm a carpetologist. :) --Mike Buckley P. S. Don't bother posting what you're thinking, DS. It's only a joke. :)

To: Allegoria who wrote (37769)	1/11/2001 11:28:57 AM
From: Uncle Frank	Respond to of 54805

>> According to Dataquest, NAS last year was a $68.2 million market and projected to become an $8.3 billion market in 2004. Eric, would you mind verifying that 68.2M figure, or providing a link to the Dataquest article that cites it? In light of ntap's revenues, it doesn't pass the test of reasonableness. uf

To: Allegoria who wrote (37769)	1/22/2001 1:24:20 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> According to Dataquest, NAS last year was a $68.2 million market and projected to become an $8.3 billion market in 2004. SAN was a $1.8 billion market last year, and expected to grow to $40.4 billion in 2004. If you recall, I was skeptical of the $68.2M market size you cited for nas and didn't feel it passed the test of reasonableness based on ntap's sales.. I came across the following today: news.cnet.com <snip> Network Appliance has long been the leader in the NAS market, which researcher IDC projects will generate $4.1 billion in sales this year and $10.5 billion in 2003. <snip> There seems to be a large disconnect between IDC's numbers and those you attributed to Dataquest. I think you may have accidentally dropped a digit or two. uf