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

To: Gus who wrote (2560)	1/18/2001 1:53:23 PM
From: Gus	Respond to of 4808

Here's the 5/22/2000 SSB overview on Compaq. ...Compaq is already the world's largest vendor of multi-user storage with $5B in annual revenue. 50% is server attached (growing 0% yr/yr), 30% is external (growing 35-40%) and 20% is secondary/tape (growing 6-8%). Storage software is on a $150M annual run rate and growing 300% yr/yr.... ....Internal disk storage represents 50% of CPQ's storage revenue and should be flattish this year, external disk storage represents 30% of the total and should grow 35-40%, and tape drives/libraries represent 20% of the total and should grow 6-8%. The higher growth of external relative to internal reflects IT managers' desire for a common pool of storage accessible by multiple servers (aka, a storage area network). This architecture has several advantages: data becomes more widely accessible; data management and back-up becomes easier; finally, new applications can be deployed more quickly around the storage.... Message 15197380 Other Compaq announcements today: .....I have no plans to grow my direct business beyond natural growth," says Delle Donne, noting that 70 percent of Compaq's storage business went through the channel last year. "When we go from 1,000 to 2,000 SANs a quarter, I can't deliver the right amount of services alone to support that structure." Message 15200090 ...IDC estimates NAS revenue for last year to be about $1.7 billion and expects the market to reach $6.6 billion by 2003. Message 15200085

To: Gus who wrote (2560)	1/18/2001 5:21:09 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

Nice post Gus! It inspired me to put a few thoughts down here. Storage Networks, that grow to huge sizes and require less and less manpower per TB, and PB, will come out of connecting the SAN Islands and produce huge productivity gains. We could eventually see hypergrowth kick in, like when Cisco first started selling lots of routers in the 90's. If FC Directors and DWDM equipment in Metropolitan Networks take off this year, it could whip up a frenzy of hypergrowth that could launch the NASDAQ back to a new high later in the year. Since Storage Networks pool the computing power at the fingertips of corporate executives, and increase the power to, in essence, automate more and more of each job, performed by knowledge workers across a broad spectrum of the economy, they provide a good incentive to build them in a tight labor market. ASPs will be able reap the benefit of the economies of scale, produced by larger and larger Storage Networks that make connecting to them, just like working with the data on your desktop. The Storage Network is like a giant pool of human capital that keeps growing, and around it's periphery are individuals pushing the buttons (using their minds to link, process, download and upload data) to make it grow bigger and bigger (depositing more and more human capital into the knowledge pool). The power of each individual to grow the pool of human capital living on the Storage Network, becomes greater as the Storage Networks around the world connect as one, and the hardware and software evolves to require less and less human input to produce an output of greater knowledge. I think the reason Storage Networks will grow much larger than other networks is the amount of data that can be controlled and processed by an individual on a Storage Network is much greater than on other networks and this difference will grow much greater as the mountains of data grow to the moon and beyond. Joe

To: Gus who wrote (2560)	1/18/2001 7:10:32 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Hi Gus. Here's another data point. I don't know if these guys are just looking or really buying. <g> Hitachi Data Systems Rated Top Storage Vendor in Wit SoundView Survey of Data Center Users SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 17, 2001--Hitachi Data Systems today announced it has been ranked as the leading vendor of storage systems in a survey of data center users reported last week by Wit SoundView Corp., a New York-based investment banking firm focused on technology markets. In reporting its survey results, Wit SoundView said it expects Hitachi Data Systems potentially to start gaining market share in the second half of 2001. In the survey, Hitachi Data Systems was measured against eight other storage vendors with substantial presence in corporate data centers. Hitachi Data Systems easily beat out EMC, IBM, Sun, and five others for the top rating. The vendors were ranked on the basis of reliability, function, performance, service, technology, price and footprint. Hitachi Data Systems' scores ranked highest, with an average over-all rating of 1.9 out of 5.0; 1.0 was the best. The score for the closest competitor was 2.2. Survey respondents were particularly impressed with Hitachi Data Systems' service and product performance. ``During the past year, Hitachi Data Systems has worked hard to establish itself as an important player in the storage industry,'' said Dave Roberson, Chief Operating Officer, Hitachi Data Systems. ``Our introduction of the Freedom Storage(TM) Lightning 9900(TM) was a significant step in helping us provide new business solutions to many of our customers. I'm pleased that surveys like the one conducted by Wit SoundView are reflecting the favorable opinions we are hearing directly from our customers.'' Wit SoundView stated that the survey was conducted at Gartner Group's Data Center Conference in early December. More than 700 attendees from approximately 400 non-vendor organizations, mostly in the United States, were surveyed. biz.yahoo.com