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


To: Douglas Nordgren who wrote (2850)3/6/2001 3:34:21 AM
From: Douglas Nordgren  Read Replies (1) | Respond to of 4808
 
SAN and NAS Convergence: Closer than we think.

dmreview.com

How Convergence Will End the SAN/NAS Debate

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However, both NAS and SAN solutions offer significant performance advantages over traditional server- attached storage in a networking environment. Some see them as competing, mutually exclusive or orthogonal; but it has already been pointed out in this article that SAN and NAS are complementary, interoperable and that each has its place in corporate network architectures. The view that they are orthogonal is outmoded. To understand where they're going, we have to examine another trend in storage networking technology: convergence.

Destined to Converge

It is now clear that the distinctions between NAS and SANs will ultimately bring them together as parts of a single solution. NAS and SANs, like all networking technologies, have architectures that include challenges, although NAS technology is clearly meeting important customer needs. Here are some of the issues affecting NAS and SANs:

- NAS is not perceived as being as scalable as SANs, although it can be readily scaled by adding capacity up to multiple terabytes or by adding multiple NAS appliances on the network.

- There is a lack of fully functional fibre channel SANs because interoperability standards remain undefined. In the meantime, gigabit Ether-net (GbE) SANs have been introduced to provide a more standardized approach to SAN architecture.

- The industry faces the challenges of incorporating SANs into a coherent strategy that leverages the huge infrastructure based on networking technology by industry leaders such as Cisco Systems, Foundry Networks, VERITAS and Legato Systems. A related problem is that personnel must be trained and available to support these new systems without exacerbating the staff shortages plaguing IT today.

Where does this leave companies that need to improve the TCO of their business solutions, including their IP infrastructures, and are in search of the ideal storage networking solution? They will drive the convergence of NAS and SANs for these reasons:

- Customers deeply committed to both NAS and SANs recognize that some of the powerful features they want are available only in NAS and others only in SANs. Therefore, they will be looking for best-of-breed solutions that deliver the best of NAS and SANs but without their limitations. Market pressure will move the industry to accommodate these customers.

- Companies want at least a five-year return on their technology investments, and they are very much in the driver's seat today. They want to leverage their existing infrastructure investments, including human resources, applications software, compute servers and networking infrastructures. Convergence means a longer useful life for storage networking technologies.

- Companies can't afford to stop doing business while they deploy an entirely new infrastructure. They will want their NAS and SAN implementations to merge and reinforce each other.

Trends in networking technology also support the concept of NAS/SAN convergence. Technologies are beginning to borrow from each other fairly heavily. Ethernet achieved gigabit speeds by leveraging gigabit fibre channel. When fibre channel reaches 10GB speeds, it will do so by leveraging the work that led to 10GB Ethernet. We can expect this kind of convergence to apply to the different types of physical media used today for storage networking, whether they involve storage-oriented protocols or network-oriented protocols. They will ultimately merge into a single physical infrastructure from a networking standpoint.

Another significant technology trend that favors NAS/SAN convergence is the rapid rise in networking speed as depicted in Figure 2. Network speeds are now surpassing storage speeds, blurring the lines between NAS and SANs from the standpoint of underlying technology. Customers will soon begin to focus more on the value proposition of storage networks and worry less about GbE versus fibre channel architectures.

InfiniBand exemplifies the way technology is helping to drive this convergence. Infiniband is being designed to take advantage of well-established existing media such as the enormous dark fiber networks already in place. It's already clear to the companies driving the InfiniBand standard that InfiniBand must be congruent with NAS/SAN convergence. InfiniBand is being designed to accommodate it ­ which, in turn, is helping to drive the convergence.


Finally, a recent industry development that favors convergence is the open standards initiative of direct access file system (DAFS) by a consortium of companies (see dafscollaborative.org). DAFS is a file system protocol based on virtual interface (VI) standards that has been fostered by Intel in recent years. DAFS eliminates storage I/O latencies by using direct memory access (DMA) operations between servers and storage memory architectures. DAFS will blur the lines between NAS and SANs even further because it is aimed primarily at the storage network environment and is agnostic to GbE or fibre channel mediums.

The storage networking technology built around this convergence trend will contain both NAS and SAN technologies in the same product. Any other approach would be less than optimal because companies are not likely to buy two products when one will do. Picture this solution as an intelligent box. On one side are storage technologies and storage protocols to manage disk systems. On the other side are network-oriented protocols for delivering the data from storage to the outside world, including database servers. These same network protocols are used to provide high-speed access to a common automated tape library. This is true cost-effective NAS/SAN convergence, and it exists today.

OSN: Catalyst for Convergence

The most powerful force driving NAS/SAN convergence, however, is open storage networking (OSN). OSN is based on the concept that linking pools of storage with networking technologies is essential to giving companies the data they need whenever they want it, with perfect data integrity. It is our conviction, based on considerable experience, that companies will soon be making it an absolute requirement that these integrated NAS/SAN solutions be delivered as open industry standard solutions. The OSN design concept allows companies to construct best-of-breed data access and management solutions that readily integrate legacy equipment, as well as new and emerging storage and networking technologies. By implementing solutions that are truly open, companies fully leverage existing management tools, staff, knowledge and equipment resources while benefitting from the best offerings of a large, mature and diverse base of suppliers. Organizations can focus on their business problems and opportunities ­ not on evaluating, testing and integrating new technologies.

The storage network of the future will be based on open standards ­ open protocols, open hardware technologies and open software technologies ­ that are plug-and-play interoperable and can be combined to match the customers' needs. The breathtaking ascent of far faster networking technology and rising volumes of data demand it. Networking technology is expected to unify the LAN/MAN/WAN environments by 2003. By focusing so clearly on leveraging existing networking technology, OSN delivers reliable, affordable access to any type of data anywhere, anytime.

This open architecture facilitates the convergence of NAS and SANs. Customers will be able to adapt storage resources to drive applications to greater levels of scalability, performance and data availability. Data availability, in fact, may well be the critical issue that moves many companies to adopt best-of-breed solutions that include NAS and SANs in an OSN environment. InfiniBand will also drive NAS/SAN convergence and the adoption of OSN. It will be adapted to OSN and enthusiastically embraced by customers.

The industry is now using OSN to enhance the connectivity layer of SANs and combine them with the power of NAS to deliver an improved storage-over-a-network business solution. The solution architecture spans both NAS and SAN hardware and software technology, and incorporates a powerful data management capability to eliminate the shortcomings of both SANs and NAS. The result is mature SAN management functionality, leveraging existing standards such as simple network management protocol (SNMP). The solution, which is commercially available today, uses OSN as the only acceptable standard to integrate best-of-breed multivendor technologies that dramatically reduce TCO and protect customer investment.

To Sum Up

NAS and SANs are complementary technologies. They are converging today under the pressure of powerful market and technology trends. OSN is the ultimate force that drives the convergence and permits standards-based, best-of-breed solutions.

Michael Alvarado, storage networking marketing manager for Network Appliance Incorporated, has responsibility for managing the current and on-going development of Network Appliance's marketing plans and strategies for storage networking applications. Alvarado has experience in the systems, storage and software industries as well as work experience in sales, product development, product marketing and market research. His 15+ years of experience complements his B.S. degree from San Jose State University and MBA degree from Santa Clara University.

Puneet Pandit is senior marketing manager for commercial solutions at Network Appliance, where he is primarily responsible for the company's marketing programs with Oracle.

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To: Douglas Nordgren who wrote (2850)3/6/2001 8:41:39 AM
From: J Fieb  Respond to of 4808
 
Here is EMC talking. SO it sounds like they will be buying? Who?...

EMC CFO: Market Is Still Good For Storage
Dow Jones Newswires

By Donna Fuscaldo
Of DOW JONES NEWSWIRES

NEW YORK -- Even with the current economic slowdown in corporate information technology
spending, the opportunity for data storage is still good, said Bill Teuber, EMC Corp.'s (EMC) chief
financial officer.

EMC is not changing its target to reach $12 billion in revenue and 35% growth for 2001, Teuber
said Monday during a presentation at the Morgan Stanley Dean Witter Semiconductor and
Systems Conference in Laguna Niguel, Calif.

Late last month, EMC, Hopkinton, Mass., lowered its 2001 growth rate target to between 25%
and 35% from 33% to 37% because it saw a slowdown in dot-com orders and further evidence
that the U.S. economy is slowing.

Teuber said the storage sector can weather a slowdown in corporate information technology
spending because companies aren't going to tell people to send less e-mails or record less
transactions.

"Information storage is one of the fastest growing segments of IT," Teuber said, adding that the
market opportunity for storage is between $50 billion and $55 billion in 2001.

As for international markets, Teuber said there is a "huge" opportunity for EMC no matter how the
economies in Europe and Asia are fairing. "Sixty percent of the world IT spending is outside the
U.S. and only 40% of (EMC's) revenue comes from outside the U.S.," he said.

In the case of research and development, Teuber said that EMC will invest $10 billion over the
next five years, with $2.5 billion being invested in the next couple of years. He added that EMC has
the "largest" merger and acquisitions team targeting storage.


Shares of EMC were recently trading up 2.3%, or 89 cents, at $39.28 on volume of 11.4 million
compared with average daily volume of 18.1 million.

-By Donna Fuscaldo, Dow Jones Newswires, 201-938-5253 donna