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

To: Gus who wrote (4136)	10/26/2001 9:41:50 PM
From: Pigboy	Read Replies (2) \| Respond to of 4808

Gus, << I think QLGC will get a piece of the business. Dell probably wants to have multiple sources for their networked storage business considering the way that just-in-time supply lines are easily disrupted today. Here's a snapshot of the appliance server and blades market that highlight the port density potential of both server and storage. >> Thanks. Interesting post on the blades. On a separate note, I recall talking with an EMC Sales Engineer awhile ago about how HDS was the only company out there with a similar model to EMC in storage but they were still several generations behind in software (ie. I believe EMC was then on its 4th Gen SRDF, while HDS still only had 1st level functionality). This may be a stupid question, but as the network continues to move to the periphery, do think like SRDF/timefinder have a possibility of being sort of like a standard storage OS down the road? Also, are things like SRDF key to the EMC/DELL relationship at all (Don't know if lower end NAS or SAN still require such software)? thanks for any thoughts, per usual el pigboy de minn