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

To: trendmastr who wrote (2666)	1/26/2001 5:53:26 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

Aww gimme a break man, it's my boithday. No, seriously, this is "Son of SAN - A Spike Douglas Joint." Don't need to crank up this old jalopy.<g> "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." Ah, not only does the pie get larger, it gets thicker too. See ya Monday. Go Jints. Spike

To: trendmastr who wrote (2666)	1/27/2001 10:17:21 AM
From: J Fieb	Respond to of 4808

tm., JNIC got a lot of downgrades recently. We know they have been Sbus folks for a long time. Here is a post about their Sbus market a while ago(prior to the Q piece, and after talk about Sbus having a limited time run).... First: From the very beginning through today, JNI has derived very little direct revenue from SUNW. Let me say this again --- JNI sells very little directly to SUNW. Nothing new (NN) Second: Appx 80% of JNICs revenue is derived from sells to customers, distribution channels, and OEMs that utilize SUNW systems and technology. Again, nothing new (NN). Third: Most of JNIs revenue comes from high-end enterprise system sales. Computers that required 24x7x365 uptime. These include banks, shipping companies, critical on-line transaction systems. These systems are typically Unix based with a majority from SUNW. (NN) Fourth: Most of these enterprise systems include tremendous amounts of storage. Many/most of this storage is NOT purchased from the computer manufacturer. (IE: A Sun 10K is usually supported by a third-party storage array and NOT principally by SUNW). (NN) Fifth: The high-end storage providers (EMC is the biggest), recommend and install JNICs product be used when they install their storage system with the customer -- because JNICs product is highly robust and reliable in this 24x7x365 environment. (NN) Sixth: SUNW announced at least 4 years ago their intention to phase-out SBus in favor of PCI. The process is complete with low-end systems. Enterprise-class systems make life-saving major changes much more slowly. Hense, the long delay. Expect another 2 more years before SBus is really gone. (NN) Sixth: At least 2 years ago, JNIC started selling PCI adapters into the Sun enterprise-class systems. With the final release of their new ASIC, Emerald, the transformation is complete. EMC currently sells and supports their enterprise storage systems with both SBus AND PCI using both JNIC SBus and PCI HBAs. (NN) Seventh: This is the most important. JNIC success is principally due to its software drivers. The driver set links the critical interfaces with the HBA and the computer. JNICs drivers are identical with SBus and PCI. (NN) Q stressed the same point about the PCI/Sbus HBAs. The knock on SUNW storage has been that lots of folks poach off SUNW Server turf to sell other brands of storage. Hence to be a good poacher you would need the Sbus HBAs. If SUNWs first foray with the T3s is to stop this poaching on their turf. SUNW should be successful to some degree, SUNW consumption of Sbus HBAs goes up and the poachers consumption goes down? From Q piece..they will be sunw LOGO hbas....three million SBus slots in use today,...and of course the more bus/FC HBAs out there the larger the fabric will have to be. Bring on the directors.