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

To: Douglas Nordgren who wrote (2665)	1/26/2001 12:02:58 PM
From: trendmastr	Read Replies (2) \| Respond to of 4808

geez, douglas....cut back on the amphetamines , willya? EMC widens lead in storage market By Bloomberg News January 25, 2001, 3:55 p.m. PT HOPKINTON, Mass.--EMC increased its lead in the corporate computer-storage device market in 2000 over rivals IBM, Compaq Computer and Sun Microsystems, research firm IDC said. Based on revenue, EMC's share of the market for external storage systems rose to 26.1 percent, from 24.4 percent in 1999, the report estimates. No. 2 Compaq's share fell to 15.8 percent, from 18 percent, and Hewlett-Packard jumped to third place from sixth. The market for these products, which store information in devices separate from computers, is expected to swell to $53.29 billion in 2004, from $33.93 billion in 2000, IDC said, as companies boost their capacity to hold and analyze electronic data. That potential has triggered intense competition among storage companies, analysts say, as they try to dethrone EMC. "EMC has superior management and superior execution," said David Brady, a money manager at Stein Roe & Farnham, which owns about 1.5 million EMC shares. "They deliver products on time and with a suite of (hardware and software) solutions that no one else can rival." Hewlett-Packard had 8.6 percent of the market, compared with 6.4 percent in 1999, IDC said. IBM's market share was unchanged at 8.3 percent. Sun's share rose to 7.5 percent from 7.1 percent. Compaq, the world's biggest maker of personal computers, and Sun, whose server computers power Web sites, weren't immediately available to comment. In the part of the storage market known as open systems storage area networks, or SANs, EMC's market share based on revenue climbed to 30.9 percent in 2000, from 18.8 percent in 1999. Sun, which had 26.3 percent of the SAN market in 1999, fell to third place with 13.6 percent. Compaq's share fell to 16.1 percent from 18.7 percent. In the market for Unix-based storage equipment, EMC's market share increased to 29 percent from 26.2 percent in 1999, IDC said. Sun's share slipped to 14.1 percent from 14.5 percent, while Hewlett-Packard's share jumped to 12.1 percent from 10.3 percent. Compaq's share of the Unix market fell to 8.5 percent from 13 percent. IBM boosted its share to 9.1 percent from 8 percent. In the small yet fast-growing market for network attached storage, or NAS, which gives companies quick access to frequently used files, leader Network Appliance's market share slipped slightly to 48.6 percent in 2000, from 49 percent a year earlier. An IDC representative said the slight drop in Network Appliance's share may be misleading because the company's sales and profits have been rising. In November, the company said fiscal second-quarter profit and sales more than doubled from a year earlier. EMC, which recently developed NAS storage products to compete more directly with Network Appliance, took 29.4 percent of the NAS market in 2000, compared with 24 percent in 1999. Dell Computer's NAS market share rose to 3.1 percent from 2.4 percent. Auspex Systems' share fell to 1.9 percent from 7.8 percent, IDC estimates. "Despite recent concerns about an economic slowdown, given the importance of storage to core business processing, our long-term forecast remains unchanged,'' John McArthur, IDC vice president of storage research, said in a statement. On Tuesday, EMC said fourth-quarter profit rose 49 percent and revenue climbed 40 percent. The company reiterated its forecast for revenue of $12 billion in 2001, compared with $8.87 billion in 2000. Copyright ©1995-2001 CNET Networks, Inc. All rights reserved.

To: Douglas Nordgren who wrote (2665)	1/26/2001 8:44:34 PM
From: J Fieb	Respond to of 4808

Go TrueSan., Can storage help the Linux companies survive.... Big names sign on for Linuxcare programming services By Stephen Shankland; CNET News.com Linuxcare's earlier moves to hire open-source programming gurus have paid off; the start-up has signed several deals to help storage companies prepare their products for the world of Linux. On Thursday, Linuxcare announced deals with Hewlett-Packard, Network Appliance, Maxtor, Tricord and SGI. Each deal is worth hundreds of thousands of dollars to the company, said Dave Sifry, co-founder and chief technology officer. The deals are either new or recently completed. The deals are critical to the San Francisco start-up's survival amid the general tech downturn and the evaporation of Linux hype. Linuxcare has even been considering a consolidation with Turbolinux to stay afloat. Most of the deals tie in with Samba software, which lets file storage operations on a Linux computer behave like a Windows machine, a key requirement for infiltrating Linux computers into Windows networks. Among Linuxcare's top programming guns are Andrew Tridgell, leader of the Samba effort, and Tim Potter, a high-ranking Samba coder. "Besides the fact they're great guys, they have brought us in so much revenue, it's fantastic," Sifry said. Linuxcare helped HP design the software for Linux-based Netstructure 1010 and 1020 servers that the company plans to debut in March, Sifry said. HP also funded Linuxcare to speed up an existing project called Winbind that lets Linux computers easily fit into the Windows network management systems, Sifry said. With Winbind, an administrator can easily control Linux computers with Windows NT or Windows 2000 administration tools by making the Linux machine act just like a Windows machine. The Linux machine fits into the Microsoft scheme for controlling network features, such as which people have access to the server and what their passwords are. Linuxcare's decision to sell Linux and open-source programming services is a shift from its older business model of providing technical support for Linux sellers such as Red Hat or Turbolinux. "They're obviously trying to evolve their model," Giga Information Group analyst Stacey Quandt said. "Now they're doing more of system engineering." In the case of Maxtor, Linuxcare helped the company tune Linux for its network-attached storage (NAS) device, Sifry said. Linuxcare's work helped Maxtor make sure the NAS machine is able to talk to two systems for sharing files over a network, Unix's NFS or Microsoft's CIFS. SGI is paying Linuxcare to help bring its high-end XFS file system to Linux, Sifry said. XFS is a journaling file system that keeps track of changes to files so that rebooting a Linux machine happens more quickly and with less data loss or corruption. Windows 2000 and versions of Unix already possess this feature. SGI committed itself to bringing XFS to Linux in May 1999, but the process has been drawn out, and other competing file systems also have been released, including IBM's JFS, the ReiserFS, and an improvement of Linux's existing ext2 file system called ext3. "They're very interested in seeing XFS get accepted as the journaling file system for Linux," Sifry said. The work with Network Appliance isn't actually for a Linux machine, but rather to help NetApp's own proprietary operating system talk better with Windows CIFS systems, Sifry said. NetApp is the top maker of network-attached storage devices. Its high-end products cost more than $1 million a piece. Tricord, another server appliance maker, also hired Linuxcare to help with its Linux-based storage devices. The company had changes it wanted to make to the Linux kernel and hoped that working with Linuxcare would help ensure those changes were accepted into the standard Linux software. Linuxcare was founded in 1998. It filed for an IPO last March but withdrew it a month later amid layoffs, the departure of Chief Executive Fernand Sarrat and other problems. Arthur Tyde III, the company's founding CEO, resumed that role in October. To keep the company running, Linuxcare closed a $30 million round of funding in August.

To: Douglas Nordgren who wrote (2665)	4/11/2001 1:10:37 PM
From: J Fieb	Respond to of 4808

These guys sound like they are ready to sell some storage...I like the sound of unified NAS/SAN. We have talked about it coming along. Not so confusing. Metafabric is a good name to trademark. I think TrueSAN has something here. Any other opinions? TrueSAN Enables Unified Information Management with New Network Storage Systems and Software Unveils Paladin™ C-series with FusionOS™ and Alchemy™ Software, Enhancing and Simplifying How Data is Shared, Stored and Protected San Jose, California, April 11, 2001 -- TrueSAN Networks, Inc. today announced the general availability of a revolutionary new line of network storage systems and software that bring massive storage scalability, unified SAN and NAS functionality, and powerful management tools to mainstream enterprise storage infrastructure. The Paladin C-series family, powered by TrueSAN's MetaFabric™ architecture, enables organizations to incrementally scale their storage infrastructure to hundreds of terabytes while increasing system bandwidth and reliability. FusionOS™ software simplifies storage provisioning and data sharing by combining block and file information delivery onto a single, centrally manageable system. With new Alchemy™ software, organizations can regain control of their data assets, dramatically reducing the cost and complexity of their networks. "TrueSAN's Paladin C-series, combined with Alchemy software, represents the first carrier-scale network storage system that we know to be generally available," noted William Hurley, Storage Communications Analyst at The Yankee Group. "This gives TrueSAN the first mover advantage as the bar for carrier-scale storage has now been set." Scaling the Information Enterprise with MetaFabric™ MetaFabric™ gives enterprises the ideal solution: low implementation cost and unlimited, seamless scalability. The MetaFabric architecture employs powerful distributed processing and an internal switching fabric to deliver non-disruptive scalability and maximum performance. Since every part of the storage infrastructure - processing, capacity, redundancy, and bandwidth - is modularly scalable, the Paladin C-series can reduce implementation cost while supporting large-scale system expansion. "As a top 100 ranked site on the Internet with over 7.5 million unique visitors per month, NetFlip requires a storage solution that can scale to meet our needs. "The Paladin C30 from TrueSAN enables NetFlip to maintain 100% of optimal performance at the peak usage times of our website by offering us an easy to deploy, high performance network storage infrastructure that grows with our needs," said Alik Eliashberg, CTO and VP of Engineering. "We chose TrueSAN over other solutions this March because TrueSAN's modular design and lower total cost of ownership are unbeatable." Unifying Information Assets with FusionOS Software™ TrueSAN's powerful FusionOS software helps enterprises bridge the gap between block- and file-level storage requirements. By combining distributed virtualization technology with heterogeneous file sharing, FusionOS software unifies the best of SAN with the best of NAS. With FusionOS, administrators can dynamically provision storage capacity on a very granular and secure basis. As an open platform, the Paladin C-series can be integrated with existing storage systems, streamlining storage management and extending return on investment. "We understand the needs of high technology companies and need to gear our networking communications to meet those needs," said Michael Risch, an associate and chief IT strategist of Russo and Hale, LLP. "We chose a TrueSAN network storage system because of its superior data management tools that enable us to better serve existing clients, who require more imaging and larger databases than ever before." Streamlining Information Management with Alchemy™ Software With Alchemy software, IT administrators can securely control the entire storage infrastructure from any device with Internet access and a web browser. Alchemy incorporates powerful agent technology that extends intelligence to the edge of the storage network, enabling proactive resource management. Tightly integrated with the Paladin C-series, Alchemy provides a way for IT administrators to visualize, configure and control their storage infrastructure. For business-critical applications, Alchemy delivers increased reliability through built-in alternate-pathing and snapshot technology. "With today's announcements, TrueSAN has delivered technology that fundamentally disrupts the value proposition of conventional storage systems," said Thomas Isakovich, President and CEO. "Combined with our recent round of funding, we have the tools with which to execute on our vision of limitlessly scalable, universally accessible, and easy to manage information storage." Availability The TrueSAN Paladin C-series and Alchemy software are shipping in general availability today. The Paladin C30, including Alchemy software and a two-year support program, begins at $129,000. The Paladin C60, configured with no single point of failure, Alchemy software, and 24x7 onsite support, begins at $239,000. TrueSAN Global Professional Services helps customers maximize their storage investments by incorporating customized storage assessment and deployment planning services. With TrueSAN Global Support Programs, customers have the peace of mind that their investment is always protected. About TrueSAN TrueSAN Networks, Inc., founded in 1999, is leading a revolution in how enterprises share, protect, and manage information, empowering organizations to harness the full strategic value of their data. TrueSAN has developed new technology and comprehensive network storage solutions that dramatically enhance and simplify information management for the enterprise. The company is privately-held and headquartered in San Jose, California, with offices throughout the United States. For more information, please visit our web site at www.truesan.com. TrueSAN: Empowering Storage Networks™ ###