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

To: Gus who wrote (3600)	7/10/2001 5:58:45 AM
From: J Fieb	Read Replies (1) \| Respond to of 4808

Dell working on backup, but where is the fabric option? Dell Offers Value, Performance With New PowerVault Tape Products AUSTIN, Texas--(BUSINESS WIRE)--July 9, 2001--Dell(tm) (Nasdaq:DELL - news) today announced it is expanding its line of PowerVault(tm) storage products with two new offerings designed to help businesses simplify data consolidation and reduce backup times by as much as 75 percent. The new Dell PowerVault 136T and PowerVault 128T tape libraries, based on the emerging Linear Tape-Open (LTO) standard, are among the most cost-effective backup solutions in the industry, available at just one-half cent per megabyte. LTO provides a strong foundation for data exchange by promoting interoperability among different vendors' product offerings. ``These new PowerVault tape products offer our business customers the cost-effective, high performance tape storage needed to perform critical data backup and disaster recovery functions,'' said Russ Holt, vice president and general manager of Dell's Enterprise Systems Group. ``The products provide the increased storage capacity our customers need to grow their networked storage, with the high availability features to provide fast, secure and continuous access to data.'' IDC estimates the worldwide midrange tape library market will grow at a 16 percent compound annual growth rate (CAGR), generating $2.8 billion of OEM revenue by 2005(a). The PowerVault 136T is targeted to meet the backup and restore needs of businesses with large secondary storage requirements. It has six times the capacity and four times the throughput as the Dell PowerVault 130T series and can reduce a typical eight-hour back-up window to under two hours. Priced starting at $17,000, the PowerVault 136T has built-in diagnostics for systems management and supports up to 14.4 TB, 72 LTO cartridges and six LTO tape drives. Built for increased speed and versatility, the PowerVault 136T offers an optional Fibre Channel router, giving customers the advantage of direct storage area network (SAN) connectivity and reduced local area network (LAN) traffic. The Fibre Channel router is capable of operating at 2 GB Fibre Channel once this standard is fully implemented in the industry. The PowerVault 136T can be managed through a Web-based tool that allows network administrators to perform diagnostics, update library drivers and controller firmware, and configure the library remotely over the Internet. Planned for release later this year, Dell will offer the PowerVault 128T mini-tape library that can scale from small business environments up to large corporate enterprises. Priced starting at $10,000, the PowerVault 128T offers twice the capacity and one-and-a-half times the throughput as the PowerVault 130T. The library is scalable to up to 4 TB, holds up to 20 LTO cartridges and offers simplified Web-based management through a remote Web interface. In addition, Dell has improved its PowerSuites Data Protection Software with upgrades that enable LAN-free SAN backup through a newly embedded Fibre Channel-to-SCSI router integrated in both libraries. Dell will offer lifetime hardware telephone technical support and a limited warranty(b) on both the PowerVault 136T and the PowerVault 128T. Premier Enterprise Services, which include support, consulting and deployment, are also available. For more information on Dell PowerVault storage, please visit www.dell.com/powervault. About Dell

To: Gus who wrote (3600)	7/10/2001 12:42:10 PM
From: Douglas Nordgren	Read Replies (2) \| Respond to of 4808

This should come as a sobering thought for the 200 or so private companies that have flocked to storage networking in recent months. More sobering for the VCs shepherding this flock of companies, I should think. These companies are being touted as the next EMC-NTAP-BRCD killer with the next protocol-architecture-software vessel that will sink the perennially nascent Fibre Channel industry. To the money people like Ashok, the technology cycles are a never-ending string of loud parties on Les Bateaux Ivre of itchy capital. The party-goers are hoisting their boisterous flags while still moored to their friggin docks. Talk about hype. I feel better now, thanks. Douglas

To: Gus who wrote (3600)	7/10/2001 1:51:08 PM
From: Jacob Snyder	Respond to of 4808

I agree. For the next several years, established companies are not going to have to worry about startups attacking them from below, and stealing their best people, to the extent that happened in 1996-2000. In that time period, any exec from LU or CSCO or INTC could quit his job, walk into a venture capital firm's office, and walk out with a billion $, to fund any idea, anything at all. Everything got funded, money just spewed out shotgun fashion for tech startups. And not just venture capital. These startups could do secondary stock offerings and debt offerings, long before they were profitable. That's over, now.

To: Gus who wrote (3600)	7/12/2001 8:54:06 PM
From: KJ. Moy	Read Replies (1) \| Respond to of 4808

Gus, you wrote <<I concur. Unfortunately for Kumar, the way he continues to misread the early stage storage networking is going to negate all his good coverage on Intel since storage is going to dominate the server-storage budget in just a few years. I don't think Nishan or any pre-revenue or pre-earnings startup is going to burst on the scene and save him from his chronic inability to distinguish between the architecture (SAN) and the interconnect (Fibre Channel)>> I totally agree with you on these points. Kumar worked for Intel for a while. However, I really don't think he understands enterprise computing. What's important and what's trivial between computers and storage systems. BTW, Gilder is in the same category. Both of them are sitting in some ivory tower and dreamt up how the world of Storage should look like and shoot their mouth off. They don't know how naive they look in the eyes of some tech engineers. Unfortunately, wall street has very few analysts who are well versed on the subject and have the guts to correct them. As a result, solid companies such as QLGC took a hit from time to time from their shoot from the hip negative comments. Nishan is awfully quiet these days. I wonder how many of their 'switches' were sold. lol.