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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (13247)	9/25/2001 10:36:01 AM
From: JDN	Respond to of 17183

RAID is a product used to attack cockroaches and all, living in S. Fla. as he does Bill tends to think in terms of RAID. Few years back it was put into an AEROSOL can making it easier and more effective to use, especially around his computer. JDN

To: jhg_in_kc who wrote (13247)	9/25/2001 11:05:19 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 17183

Re: RAID analogy The original acronym stood for "Redundant Array of Inexpensive Disks" but that was quickly changed to "Independent" since IBM wanted to maintain a certain pricing level and didn't want to give customers the wrong expectations. :) If you look at the history of the disk industry in the enterprise space they were incredibly expensive 14" platter behemoths that reached their zenith with the IBM 3390 series in the early 1990s. One of the reasons EMC took the mainframe storage crown from IBM was that they realized that with the appropriate software you could gang together lots of cheap 5.25" "commodity" drives and dramatically undercut IBM's pricing while simultaneously improving both capacity and performance. 5.25" drives soon gave way to newer 3.5" drives and the rest is history. The key to the rise of the storage-centric paradigm is the realization that you can cluster together hundreds of cheap "commodity" Intel processors to similarly undercut the price/performance of the traditional mainframe/central server. The reason DELL+EMC is so potent is that nobody has better cost controls on the processor side than DELL and nobody has better storage expertise than EMC. Nobody will be able to match DELL in cranking out diskless "server peripherals" to plug into the storage networks that EMC will provide. The storage network itself will be massively redundant and distributed (especially in light of the 9/11 outrages) and this architecture will soak up every bit of the imagined "bandwidth glut" that has plagued the telecom industry over the past 18 months.