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

To: Greg Hull who wrote (3182)	4/25/2001 9:50:12 PM
From: David A. Lethe	Read Replies (1) \| Respond to of 4808

EMC should be worried about SSPs. S8, despite what their website states, is still a SSP, their desired customer base and pitch is just a little different. IMHO, their plan is very sound, and should prove well for them. I don't know the percentage of SSPs that have EMC equipment today, but I suspect it is pretty large. HOWEVER, I don't think you will find many SSPs which use EMC for 100% of the disk. I have talked to a few of them, and the standard theme is to legitimize themselves by buying EMC first. Then they buy low-cost competitive storage, and have two pricing structures for users. Since the real added value for customer is the storage management, then as long as the SSP can stay online 99.9999 - 99.999999 percent of the time, and have decent backup/recovery/disaster/billing/performance systems, then endusers don't care if their data is on EMC or a no-name SCSI array. Since the SSP model has significantly lower TCO than standard models where large endusers buy EMC by the TB and place onsite, then SSPs are really competitors to EMC in long run. Short term, they are a customer of EMC. David

To: Greg Hull who wrote (3182)	5/11/2001 5:23:06 PM
From: Greg Hull	Read Replies (2) \| Respond to of 4808

More on Scale Eight. From the May 2001 Gilder report: "...Scale Eight’s service comprises centers in London, Tokyo, Virginia, and California, each containing between 500 terabytes and one petabyte and housed in Exodus Internet Data Centers (IDCs). A storage service provider (SSP) betting hard on bountiful bandwidth and multiple lambdas, Scale Eight pursues a strategy perfectly aligned with the storewidth paradigm. Similar in vision and architecture to Mirror Image content delivery infrastructure, Scale Eight wastes bandwidth by dumping petabytes of storage onto the Net and storing data cheaply in large storage centers built with low-priced off-the-shelf storage. Spurning the increasingly complicated RAID (redundant array of inexpensive disks) configurations common in the industry, it offers a local cache and a tunnel to an infinitely scalable storage trove. Volera Excelerates access Akamai now uses Scale Eight to access large pools of centralized data. MTVi, the company responsible for MTV.com and VH1.com uses Scale Eight to manage the global storage of its large audio and video files. Backed up through instant geographic mirroring to multiple storage centers, Scale Eight can throw out multiple copies of the same object. Exodus has committed to reseller agreements with both Scale Eight and StorageNetworks (STOR), and with Eric Schmidt’s new venture, Volera."