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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: jcmoore who wrote (12521)	3/27/2001 7:55:03 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Re: Blue Arc EMC learned quite some time ago that the real challenge in storage is not speed or capacity but rather manageability. Being able to access data very quickly is all well and good, but unless that data and its growth can be managed you're just going nowhere faster. What Blue Arc seems to have done is demonstrate that silicon technology has advanced to the point where a storage server can be implemented as a dataflow engine using PLDs rather than via general-purpose microprocessors. I can easily see EMC adopting this approach for the datamover engines in its SANs but you're not going to put storage management functions in silicon just yet. The Blue Arc approach is likely to find rapid acceptance in the area of network caching, however. This is more likely to impact companies like CFLO as well as NTAP's caching products more than it will impact EMC. Quite the contrary, if this approach has the merits claimed for it, then if EMC adopts PLD dataflow technology as part of its internal architecture it could significantly strengthen its already formidable competitive position.