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

To: Gus who wrote (3015)	3/29/2001 11:35:57 AM
From: Sam	Read Replies (2) \| Respond to of 4808

Hi Gus, Well, it is a little reminiscent of TeraStor, except that TeraStor never even got to the point of demonstrating a real product. Nor, for that matter, did Quinta, as I recall, though Seagate claimed that their Quinta research gave them other benefits in their in-house head R&D. I doubt whether it was $300m worth of benefit, though, or even close. Your general point--and Bill's--is surely right, though. Just having a fast box means nothing in itself. We'll have to see if third party software vendors like Veritas do anything with BlueArc. I don't know enough about it to make any even half-way intelligent comments on it. Meanwhile, the tornado down continues.... McData is back to where it was before the EMC story broke, and looks like it is heading lower. The Gods of Mr. Market look like they won't be satiated until they erase the gains of the Clinton years completely. Astonishing. Sam

To: Gus who wrote (3015)	3/29/2001 12:27:24 PM
From: Sam	Respond to of 4808

EMC and NTAP talk back to BlueArc fans (from the NTAP thread): Message 15578594 "No company in their right mind would want to rely on Bluearc's technology. " The above quote from the following article @ silicon.com Storage upstart snaps at old guard's heals The stalwarts of the storage industry have come under fire from a newcomer to the market which claims the old guards' technology is 'slow and cumbersome'. Rather unsurprisingly, the industry giants have hit back at the latest addition to this increasingly crowded market, saying users would be 'foolish' to rely on untested technology. Bluearc, which was launched late yesterday, has claimed that rivals EMC and NetApps are out of date and slow and slammed their 'cumbersome network performance'. Bluearc has made a range of extravagant claims, including a statement that its network attached storage (NAS) product, the Si7500, will fetch data 10 times faster than its competitors' products, while its specialised server can handle 100 times as many simultaneous connections and manage 200TB of data - 30 times more than the industry standard. Kevin Robinson, UK MD of Bluearc, said the company has rebuilt its storage server architecture and based it on networking technologies. Robinson told silicon.com: "Our rivals are still working on the old-fashioned PC-based architecture which causes major problems. We have applied the same technology which is used in network architecture to rebuild our NAS servers to improve the performance." Bluearc's competitors were quick to hit back. Tim Pitcher, UK MD of NetApps, said Bluearc is focusing too much on the performance issue. "No company in their right mind would want to rely on Bluearc's technology. They have no disaster recovery, no database support and they lack publicly approved benchmarks. Successful storage operation is not about the data's fast movement at the centre of the network but also at the periphery of it," he said. A spokesman for EMC said Bluearc's technology has not been through enough tests to back up the company's claims. "A user would be foolish to rely on unproven technology in the current economic climate," he said. Claus Egge, analyst at IDC, said Bluearc is entering an increasingly crowded marketplace with few collaborators. He added: "Because the NAS space has become very crowded, there is a need for aggressive competition. But they should look into channel partnering because selling directly to corporations will be hard for them." For related stories, see: Storage critical for 'peace of mind' www.silicon.com/a42928 EMC announces shock downgrade www.silicon.com/a42892 IT pros offered SAN standard www.silicon.com/a42869 For related video, see: Inside Track: Wayne Rickard, chairman, Tech Council, Storage Networking Industry Association www.silicon.com/a42804 silicon.com