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

To: J Fieb who wrote (3952)	9/1/2001 9:55:44 AM
From: J Fieb	Read Replies (2) \| Respond to of 4808

Any people who know COX Communications who could tell us where this Dell SAN is going in? They are more diversified than I thought..they own an awful lot of data, they may need a lot more storage... Cox Newspapers Online: Atlanta Journal Constitution Austin American Statesman Dayton Daily News The (Greenville) Daily Reflector The (Grand Junction) Daily Sentinel Longview (TX) News-Journal The Palm Beach Post Springfield News-Sun The Waco Tribune Other Cox Newspaper company sites: Val-Pak Longstreet Press Trader Publications Cox Television Station Sites: WSB-TV, Atlanta WSOC-TV, Charlotte, NC WHIO-TV, Dayton, OH WFTV-TV, Orlando, FL KIRO-TV, Seattle, WA Cox Radio Station Sites: WSB AM & FM, Atlanta WHIO-AM, Dayton, OH WHKO-FM, Dayton, OH KFI-AM 640, Los Angeles WCFB-FM--Star 94.5 FM, Orlando, FL WWKA-FM--K92 FM, Orlando, FL WMMO 98.9 FM, Orlando, FL WHTQ 96.5 FM, Orlando, FL WDBO 580 AM, Orlando, FL WSYR, Syracuse, NY WYYY-FM 94.5, Syracuse, NY WBBS-FM--B104.7, Syracuse, NY WWHT 107.9, Syracuse, NY WCOF-FM--Coast 107.3, Tampa, FL WWRM-FM--Warm 949, Tampa, FL WWRM-FM--949 Online, Tampa, FL Manheim Auction sites: Manheim Online AutoConnect Dent Wizard Cox Interactive Media Links: Cox Interactive Media home page City Sites AccessAtlanta.com, Atlanta, GA Austin360.com, Austin, TX GoCarolinas.com, Charlotte, VA ActiveDayton.com, Dayton, OH HRtide.com, Hampton Roads, VA * VegasValley.com, Las Vegas, NV * LAinsider.com, Los Angeles, CA SoFla.com, Miami, FL InsideNewOrleans.com, New Orleans, LA * allnva.com, Northern Virginia * AccessOKC.com, Oklahoma City, OK * DiscoverOmaha.com, Omaha, NB * OCnow.com, Orange County, CA icFlorida.com, Orlando, FL AccessArizona.com, Phoenix, AZ * Pittsburgh.com, Pittsburgh, PA OSO.com, Providence, RI * SA360.com, San Antonio, TX SDinsider.com, San Diego, CA * BayInsider.com, San Francisco, CA SeattleInsider.com, Seattle, WA GoPBI.com, West Palm Beach, FL * Co-owned with Cox Communications Customer Service \| Search Cox.com Copyright 1998-2001 Cox Communications, Inc. ALL RIGHTS RESERVED. Please read our Visitor Agreement and our Privacy Policy .

To: J Fieb who wrote (3952)	9/1/2001 7:45:22 PM
From: Gus	Respond to of 4808

Applications drive the procurement of operating systems, databases, middleware and hardware. Homogeneous SANs (mainframe SANs, Unix SANs, W2K SANs) would seem to be the exception rather than the rule. These are numbers from the latest Gartner/Dataquest report (8/01) as culled by A.G. Edwards in a recent update on HDS. If I remember correctly, Dell booked about $900M in CY2000 External RAID revenue exclusively on the NT/W2K platform. Dell's market share of the fastest growing segment -- networked storage -- was 1.4% or around $67M. This table shows the percentage of revenue each vendor derives from each computing platform: EXTERNAL RAID MARKET 2000 Revenue Breakdown by vendor EMC HDS/HIT HWP SUN IBM CPQ Sun Solaris 27.9% 18.9% 4.7% 100% 5.4% 10.0% HP-UX 23.4% 12.8% 81.0% 0% 2.8% 3.0% IBM-AIX 3.5% 5.6% 1.6% 0% 34.4% 2.0% Compaq Tru64 0.4% 0.5% 0.2% 0% 0% 17.0% Other Unix 4.0% 1.2% 0.2% 0% 0% 0% SCO Unix 0% 0% 0% 0% 0% 0% Sub-total Unix 59.2% 39.0% 83.0% 100.0% 42.6% 32.0% Linux 0.7% 0.6% 0.2% 0% 1.1% 2.0% OS/390 16.0% 23.0% 0.4% 0% 43.4% 0% Novell Netware 0.4% 0% 1.4% 0% 0.9% 4.0% NT2000 22.6% 9.6% 9.7% 0% 12.0% 54.0% Others 1.2% 27.8% 0.5% 0% 0% 8.0% Total 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Revenue Base $5.2B $1.5B $1.3B $1.1B $1.4B $1.8B This table shows each vendor's respective market share of each computing platform: EXTERNAL RAID MARKET 2000 Market share per OS by vendor EMC HDS/HIT HWP SUN IBM CPQ Sun Solaris 40.7% 7.8% 1.6% 31.2% 2.0% 5.0% HP-UX 45.8% 7.0% 38.1% 0% 1.4% 2.0% IBM-AIX 22.3% 10.2% 2.4% 0% 55.9% 4.4% Compaq Tru64 5.6% 1.9% 0.8% 0% 0% 87.2% Other Unix 40.6% 3.4% 0.6% 0% 0% 0% SCO Unix 1.3% 0% 0% 0% 0% 0% Sub-total Unix 38.2% 7.1% 13.6% 13.8% 7.0% 7.1% Linux 14.2% 3.2% 1.1% 0% 5.3% 13.1% OS/390 45.3% 18.2% 0.3% 0% 30.9% 0% Novell Netware 5.5% 0% 5.0% 0% 3.3% 20.5% NT2000 30.7% 3.7% 3.2% 0% 4.2% 25.4% Others 3.9% 26.5% 0.4% 0% 0% 9.3% Revenue Base $5.2B $1.5B $1.3B $1.1B $1.4B $1.8B Overall Market Share (Revenue) 32.8% 9.3% 7.9% 7.0% 8.3% 11.3% FAS+ Market Share (Revenue)* 38.8% 3.4% 10.4% 3.0% 4.5% 28.5% Storage Software Market Share** 25.5% NM 1.7% NM 16.1% 1.1% +FAS - Fabric-Attached Storage Gartner/Dataquest 7/01 *Gartner/Dataquest 5/01 I don't think it's a coincidence that the dominant mainframe RAID vendor is also the dominant Unix RAID vendor, the dominant NT/W2K RAID vendor and the dominant networked storage vendor.

To: J Fieb who wrote (3952)	9/2/2001 6:08:21 PM
From: Gus	Read Replies (1) \| Respond to of 4808

Here's a profile of the early adopters of storage networking. The SAN penetration rate was less than 5% in late 1999 and around 15% in late 2000. The reference to SANs over WAN generally track with the SAN over WAN adoption rate reported by CMNT. .....But a new survey of 400 IT managers provides a much-needed reality check. According to the vast majority of those surveyed in October and November 1999 for Reality/CIS by the Gallup Organization, the time for heterogeneous, multi-platform SANs has already arrived. Of the companies already using SANs: -- 74 percent are using heterogeneous solutions in which storage serves more than one operating system platform at a time. -- 64 percent are running SAN solutions on wide-area networks. -- 42 percent have more than one terabyte of storage supported by the SAN. -- Windows NT is used by 91 percent, Unix by 71 percent, AS/400 by 27 percent and System 390 (mainframes) by 21 percent. emc.com As detailed in my previous post, the fair inference is that high-end Unix and the OS/390 mainframe continue to dominate the back-end of those SANs while mid-range Unix and entry-level NT/W2K dominate the front-end. CY2000 External RAID Market Source: Gartner/Dataquest As a % of 2000 Y/Y Total Market OS/390 $ 1,909M -25.5% 12% Unix 8,270M 40.1% 51% NT/W2K 3,920M 63.9% 24% Others 2,231M NA 13% Total $16,330M 21.0% 100%