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


To: David A. Lethe who wrote (3217)5/4/2001 7:10:17 PM
From: J Fieb  Read Replies (1) | Respond to of 4808
 
EMC must have read your comments David.. PS if you have time to file a report from N+I regarding general interest in storage and the SNIA, FCIA, (there will also be an Iband pavilion and I am interested in what will be on display there) Many would appreciate it. Thanks in advance.

EMC says HDS is all hype
Source: the451.com
Date: 04 May 2001

by: the451, Special to searchStorage

Never one to take a beating laying down, EMC shook off claims from Hitachi Data Systems (HDS) that it is taking the high-end storage leader's top customers and employees, by rattling off one or two facts of its own.

HDS has upped the stakes in recent weeks as part of its ambitious plan to develop a $4.5 billion storage business by 2004, by targeting verticals such as finance with the aim of replacing EMC in major accounts. It's also headhunting key EMC sales people.

However, EMC says that over the last three months it has been competing better than ever against HDS on a global basis, listing recent customer wins against HDS, such as America West Airlines and Taiwan Semiconductor. But even better, says EMC, is that it has actually replaced more HDS installations over the last three months than ever before, including customers such as HSBC Argentina, Brazil-based Banespa Bank and Japan Telecom. EMC underlines this by adding that these examples are only the tip of the iceberg ? it has plenty more wins that it can't yet talk about, it claims.

EMC concedes that its "lowest-performing" sales employees often leave, but that they principally go to work for customers rather than competitors. "We have found this to be an asset to EMC," said spokesperson Mike O'Malley. He added that HDS staff leaving for EMC far exceeds the movement of personnel the other way. EMC has added around 20 sales and technical staff from HDS recently in the UK alone, he said.

In short, EMC contends that its growth continues virtually unchallenged, both in the hardware and software arena. It says latest research from Dataquest gives it a 25.5% share of the storage software market ? a 67% rise over last year. HDS didn't even make the top 10, it says. "The only thing HDS seems to be doing is whipping up some hype," added O'Malley.

This 451 site seems to be the one whipping up a fight. A good way to build traffic. My own opinion is that the storage circle gets bigger for everyone for awhile. Those companies with good professional services will do better because they will have the resources to get the bugs out of the beta installs, get everything tweaked just right, then they can roll that architecture throughout the bigger landscape.
But if EMC has an insurmountable lead they wouldn't have to respond to a mosquito?

PS To those who haven't gone to the Nishan site to review the iSCSI participants, here are the ones listed....

Companies included in this directory:
Adaptec ................................................ 3
Alacritech.............................................. 4
Cisco Systems ...................................... 5
CNT...................................................... 6
Entrada Networks ................................. 7
Eurologic............................................... 8
FalconStor ............................................ 9
Gadzoox............................................. 10
Hewlett-Packard.................................. 11
NetConvergence................................. 12
Nishan Systems .................................. 13
Pirus ................................................... 14
QLogic................................................ 15
Quantum|ATL...................................... 16
SANcastle Technologies, Inc............... 17
SAN Valley Systems, Inc..................... 18
Spectra Logic...................................... 19
StoreAge Networking Technologies..... 20
The Storage Networking Industry
Association (SNIA) .............................. 21

Don't know why EMLX, BRCD didn't sign up.....

As the rhetoric starts to escalate, I guess we can assume the reason is that there are a lot of $$ at stake. The reason I don't own HIT, CPQ, EMC, SUNW is I want to hold smaller companies that hopefully will have higher rates of growth, so I continue to shift the SANds looking for the right grains, but not always easy.



To: David A. Lethe who wrote (3217)5/4/2001 11:45:14 PM
From: J Fieb  Read Replies (1) | Respond to of 4808
 
David A L., It is getting so that every conference, NAB, N+I, has a lot on storage,i/o technology. I'm kind of looking forward to this one later in May. Anyone going to be at the IDC confab?

Tuesday, May 22


5:00 – 6:00 pm Registration and Welcome Reception


6:00 – 8:00 pm SCSI 20th Anniversary Dinner
(Separate registration and payment required)
Hosted by the SCSI Trade Association



Wednesday, May 23


7:30-9:00 am Registration and Continental Breakfast

9:00 - 9:15 am IDC Welcome
Crawford Del Prete, Senior Vice President, Hardware Research, IDC

9:15-10:00 am Through the Storage Looking Glass

Robert Gray, Research Director, Worldwide Storage Systems Research, IDC

Take a journey through a possible future, and ponder a challenging set of questions. What if the storage world were different? Suppose capacity was free? Suppose real data existed only at the edge, and central databases were mere caches? Suppose you wanted recovered data to always be different than stored? Suppose there weren’t thousands of storage market customers but only 10? Mr. Gray will discuss answers to these questions, and show that what waits over the horizon may not be a linear extension of the past.



10:00 - 10:45 am Featured Keynote: How Much Information?

Hal R. Varian, Dean of the School of Information Management and Systems, The University of California at Berkeley

Mr. Varian will present the results and implications of a study which attempted to measure how much information is produced in the world each year. The study looked at several media and estimated yearly production, accumulated stock, rates of growth, and other variables of interest. They concluded that the world's total yearly production of print, film, optical, and magnetic content would require roughly 1.5 billion gigabytes of storage. This is the equivalent of 250 megabytes per person for each man, woman, and child on earth.



10:45 - 11:20 am Break

11:20 - 12:00 pm Industry Keynote: The Role of Solutions Partners in Making IP+Optical+Storage Networking a Reality
Peter Alexander, VP Marketing, Enterprise Line of Business, Cisco Systems

The exponential growth of data storage requirements is a commonly known fact among enterprises great and small. With storage-intensive applications such as eBusiness driving capacity requirements from giga to tera and even petabyte levels, storage vendors must be able to take advantage of revolutionary advancements in IP, optical networking, and storage technologies to meet the phenomenal demands. However, the convergence of these diverse technologies will require cooperation among all the leading vendors in each technology area in order to accelerate innovation, ensure interoperability, and create real-world solutions. This presentation will outline effective strategies for selecting and working with partners in developing open, industry standards-based storage networking solutions.

Interview of Mr. Alexander by Crawford Del Prete, Senior Vice President, Hardware Research, IDC



12:00 – 1:20 pm Birds of a Feather Luncheon



1:20 – 2:00 pm Concurrent Sessions



Session 1.1 Optical Storage Market Opportunities: How to Win in the OEM and Aftermarket
Wolfgang Schlichting, Research Manager, Removable Storage, IDC

DVD-ROM and CD-RW are rapidly becoming commodity products. The PC market slowdown is accelerating this trend. Is the aftermarket the solution to achieve a higher margin business? Can smaller players survive in the niche market? U.S. consumers are embracing CD-RW technology. What applications are driving the sales of drives and media? Most users purchase their CD-RW drives through retail or as part of a PC. What is holding back Internet sales? Mr. Schlichting will present key drivers for the worldwide CD/DVD drive and media markets and point out growth strategies in a mature market.

Session 1.2 Storage Disk Systems Market Trends
Charlotte Rancourt, Storage Systems Research Director, IDC

As data increasingly becomes a business asset, enterprises are considering alternatives to storage that is directly connected to servers. In this session, join Ms. Rancourt as she presents IDC’s current research on trends in the storage disk systems market. Some of the areas covered will be internal versus external storage, the growth of RAIDed systems, a five-year revenue forecast, and projections for direct-attached versus networked storage. Business implications of a networked storage model will be discussed along with some simple rules of thumb for addressing this paradigm shift.

Session 1.3 Streaming Media Services: Hype Meets Reality
Melanie A. Posey, Program Manager, Web Hosting Services, IDC

Like many emerging net-centric markets, the streaming media space is being hit with the reality stick. While considerable progress has been made in the realms of technology and service provision, streaming media has yet to live up to the hype with regard to the business model (i.e. making money in streaming media). This presentation will provide a critical overview of the streaming media space from the perspective of service providers and content creators.




2:10 – 2:50 pm Concurrent Sessions

Session 2.1 The CD-RW and DVD Debate – The PC OEM & Retail Views
Moderator: Wolfgang Schlichting Research Manager, Removable Storage, IDC

Panelists:
Vince Guadagnola, Manager Optical Storage Engineering, Compaq
Jack Harris, Lead Marketing Analyst, Computing & Emerging Technologies, Best Buy
Tom Pratt, Manager, Storage Technology, Dell

Join IDC and a distinguished panel of PC OEMs and Retail companies as they debate the merits of CD-RW versus DVD. Questions to be addressed include:

Can DVD-ROM, CD-RW, DVD-RAM be a driver to sell more PCs?
Will two optical drives (CD-RW&CD/DVD-ROM) be the standard on desktop PCs?
Is music driving CD-R/RW drive and media sales?
Will CD-R sales be affected if music over the Internet is no longer free?
Will business PC and home PC go different paths?
Will CD-RW be the next floppy?
Is rewritable DVD ready for primetime?

Session 2.2 Storage Software: Market Hype and Reality
Moderator: Bill North, Director, Storage Management Software Research, IDC

Storage software is the new battleground as vendors jostle for position to provide solutions to the increasingly complex world of data storage. SANs have created yet another network to be managed; customers are experimenting with heterogeneous data sharing; enterprise storage is both consolidating and dispersing; and new requirements for storage are popping up all the time. Furthermore, all of these problems need to be solved at "warp speed". What are the key software solutions that are needed and how do the current offerings map against these requirements? How far have we gone on the road to IDC's concept of the self-managed, virtual storage resource? Representatives from three leading storage software vendors will join IDC in a panel discussion to attempt to get answers to these questions.

Session 2.3 Storage Service Providers: How Is This Market Evolving?
Doug Chandler, Program Manager, Storage and Data Management Services Program, IDC
Last year the market saw a newly-minted storage service provider (SSP) launch every few weeks, with promises of “storage on demand” that could be paid for like an electric bill. This year, an uncertain U.S. economy and the dot-com collapse has changed the landscape for everyone, including the SSPs. At the same time, investment in the Internet infrastructure that helps enable storage on demand has continued to soar. Mr. Chandler will discuss how the SSP market is responding to customer requirements regarding outsourced storage capacity and management, and he will provide analysis about where this market is heading.


2:50 – 3:15 pm Break



3:15 – 4:05 pm Industry Insights

Join industry leaders in dynamic breakout sessions that will address a broad spectrum of business and technology issues facing today’s storage players.


4:15 – 5:05 pm Industry Insights



5:05 pm Networking Reception



Thursday, May 24
8:00 – 9:00 am Continental Breakfast

8:20 – 8:40 am Industry Breakfast Briefings

9:00 – 10:00 am Hosting Service Providers Panel
Moderator:
John McArthur, Vice President, Worldwide Storage Research, IDC

Panelists:
Martha Gilbertson, VP, Product Management, Digex
Bruce Talley, Vice President, Product Marketing, Exodus
Renie Craft, Director, Managed Storage Service, IBM Corporation

Learn directly from our panel of hosting services providers what factors are driving their infrastructure requirements. You'll hear what kinds of applications they are hosting, what changes they forsee in their businesses, and what kinds of things their customers are asking for. Mr. McArthur will moderate the panel and provide IDC's viewpoint on this important customer segment for storage vendors.

10:00 – 10:40 am Industry Keynote: Today’s Storage Challenge Means Partnership Opportunities
Kirby Wadsworth, Vice President, Marketing, Storability
The storage industry today is changing from single suppliers to horizontal specialists. No single vendor today can provide all the elements for an integrated and secure storage infrastructure. The challenge is to develop an overall architecture that can meet customer needs for scalability, availability, performance and control, while reducing TCO and risk. The concept of the Global Storage Assurance (GSA) architecture allows suppliers to band together to solve big customer problems. This "best-of-breed" architecture automates enterprise storage management services while maintaining the unique competencies of each supplier at every level.

Interview of Mr. Wadsworth by John McArthur, Vice President, Worldwide Storage Research, IDC


10:40 – 11:10 am Break

11:10 – 12:00 pm Industry Insights

12:00 – 1:15 pm Birds of a Feather Luncheon

1:15 – 1:55 pm Concurrent Sessions
Session 3.1 The Vast World of Consumer Devices
Danielle Levitas, Program Manager, Consumer Devices, IDC
Each year, new consumer electronic devices come to the forefront and demand our attention (and dollars). Some of these products ship in the tens of millions, while others struggle to come to market. In her talk, Ms. Levitas will outline some of the major consumer devices in the market today and those expected to be hot tomorrow. She will also discuss the various storage needs (or lack thereof) of these devices.

Session 3.2 The Staying Power of Tape
Robert Amatruda, Research Manager, Tape and Removable Storage, IDC
The tape data storage industry posted yet another stellar year of growth — contrary to the widely held belief that tape is no longer a viable and cost-effective storage medium. As user requirements have changed, so has tape technology. Mr. Amatruda will discuss the factors driving growth and why IDC believes tape will play an increasingly important role in SANs.

Session 3.3 Partnering for Success: The Role of the Channels and Influencers in the Storage Market
Janet Waxman, Program Director, Systems and Storage Distribution Channels, IDC
In the race for dominance of the storage market, suppliers need to address not only product requirements, but go-to-market strategies as well. As the demand for storage continues to increase, the technology itself continues to evolve. These two factors combine to make a powerful opportunity for the channel. But those seeking to capture this market must ensure that their coverage model is both effective and efficient. To do this, suppliers have to capture the mindshare of all channels and the new influencers. This session will provide insight into the changing channel landscape and the impact it will have on the storage market.

2:05 – 2:45 pm Concurrent Sessions

Session 4.1 Storage and Consumer Electronics Panel
Moderator: Danielle Levitas, Program Director, Consumer Devices, IDC

Panelists:
Wes Brewer, Director of Business Development, SanDisk
Dave Davies, Ph.D, Chief Technical Officer, DataPlay
Michael Ludgate, General Manager, Magnetic Products, Iomega

There are numerous storage devices available to consumer electronics manufacturers today and more are coming. Some devices use volatile memory, like the Palm Pilot, other devices, like audio jukeboxes, use hard drives and CD players. Storage comes in so many flavors today, ranging from the various varieties of solid state memory to IBM's microdrive and DataPlay's optical technology. In this panel, we will discuss the issues associated with storage integration into CE devices as they pertain to capacity, durability, power, form factor, removability, and of course, price.

Session 4.2 Tape and Server Panel
Moderator: Robert Amatruda, Research Manager, Tape and Removable Storage, IDC

Panelists:
Steve Johnson, Sr. Product Manager, Automated Storage, Hewlett-Packard Company
Rick Luttral, Compaq Computer Corporation
Brett Schechter, Product Manager, Tape and Tape Automtation, Dell

“Where there’s smoke there’s fire…Where there’s server’s there’s tape”. Robert Amatruda will convene a panel of leading server vendors to explore the symbiotic relationship between servers and tape data storage. Will server growth keep propelling the tape market? Has the relationship between servers and tape been severed with the advent of the rack mounted servers? Will consolidation and clustering drive demand for higher performance and higher capacity tape technologies? Or, will server vendors abandon tape for an alternate storage technology? Mr. Amatruda will press his panel of experts to discuss the changing storage requirements of their customers and how they plan to meet them.

Session 4.3 Fibre Channel’s Momentum
Eric Sheppard, Research Analyst, Storage Systems, IDC
With momentum on its side, Fibre Channel components are expected to account for the vast majority of Storage Area Network (SAN) interconnects through 2004. Mr. Sheppard will size the Fibre Channel components market, rank the vendors playing in this space and forecast the market through 2004. Coverage will include Hubs, Directors, Loop and Fabric Switches and HBAs. Metrics will include both revenue and ports.

3:00 – 3:40 pm Concurrent Sessions
Session 5.1 Hard Disk Drives: Expanding Opportunities, Extraordinary Requirements
Dave Reinsel, Senior Analyst, Hard Disk Drives and Components, IDC
Opportunities for integrating disk drives are expanding. Each opportunity, however, sets forth a set of extraordinary requirements based on the type and usage of the stored content. What are the expanding opportunities for hard drives? What are the requirements? How will pricing and profitability be affected? How are the disk drive manufacturers positioned to capitalize on these opportunities? Mr. Reinsel will summarize the worldwide opportunity for hard disk drives and discuss strategies for participating in today’s content-centric world.

Session 5.2 Secure Storage: Market or Niche Opportunity
Christian A. Christiansen, Program Vice President, Internet Infrastructure and Security Software, IDC
As businesses collect more customer data, privacy will collide with the profitable re-use of stored data. IDC expects that US and European privacy legislation will mandate that customers receive greater control over personal data. Moreover, industry-specific privacy regulations such as HIPAA (Healthcare Insurance Portability and Accessibility Act) will require very tight access and auditing of patient information. In this session, Mr. Christiansen presents IDC’s current research on trends in secure storage. We believe that this will generate demand for more storage capacity and management. This talk will also cover the business value of security software, opportunities in 3As (authentication, authorization, and administration), new strategies in database security, and the rise of security appliances.

Session 5.3 Appliances: What Do They Really Mean for the Storage Industry?
Vernon Turner, Vice President, Global Enterprise Server Solutions, IDC
In the past 18 months we have seen the IT appliance industry roll over many traditional and general-purpose technologies. However, we have just seen the beginning of its effect on the storage, server, and network industries. The next generation of appliances will make today’s Internet infrastructure inadequate, as it fuels “server blades,” power, density, management, and workload content innovations. Mr. Turner’s presentation will present a view of the new Internet data center as a result of the IT appliance market.

3:50 – 4:45 pm Invited Presentation

4:45 – 5:00 pm IDC Closing Remarks
John McArthur, Vice President, Worldwide Storage Research, IDC

Industry Insight presentations will be given by:

Rob Nieboer, Senior Manager, Global Industry Analyst Relations, StorageTek
Bob Schultz, COO, Adaptec
Jack Robinson, Corporate Director, Marketing, Tandberg Data
Kevin Daly, President & CEO, Quantum/ATL Products
William Peldzus, Technology Manager, Imation Corporation
Peter Tarrant, Vice President, Strategic Marketing, Brocade Communications Systems
Gary Wright, Open SAN Director, Compaq Computer Corporation
Bob Hansen, Strategic Business Development Manager, Storage Networking Division, Agilent Technologies
Dana Kammersgard, Chief Technology Officer, Dot Hill Systems Corporation
Kim Fennell, President & CEO, StorageWay
Robert Infantino, President & CEO, Astrum Software
Dr. Geoff Barrall, Chief Technical Officer and Sr. Vice President, BlueArc Corporation