Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Allen Benn who wrote (9612)	5/9/2001 9:05:36 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 10309

Re: BlueArc impact BlueArc is very much a wildcard at this point since their product hasn't shipped yet, however George Gilder believes they have some of the most disruptive technology ever to hit the storage market. If you look at what they've done I expect them to take share from caching servers first which means the companies which will bear the brunt of their approach (assuming it's as good as its hype) will be CFLOs and NTAPs of the world. I do not expect meaningful impact on EMC, though depending on BlueArc's success they could well accelerate EMC's own internal architecture development towards hardwired datamovers. To the extent that BlueArc is successful and PLA-based designs begin to dominate the I/O world it would seem that this would conflict with WIND's plans in this area. If it's all done in hardware there's no need for embedded software at the card/interface layer, no?