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

To: Gus who wrote (4246)	12/13/2001 9:51:12 AM
From: David A. Lethe	Read Replies (2) \| Respond to of 4808

Gus - nice thing about going to those shows, turns out all those CEOs and VPs of these RAID, HBA, switch and software companies know what they are talking about. A few of them referred to iSCSI as just being another "wire", and poo-pood the proposed benefits that the bigger iSCSI proponents are touting like security and lower TCO. The lesson here is that if anybody is investing in iSCSI companies with a level of expectation that significant revenue will come down in 2002 or 2003, then they need to be advised that the people that will actually bless and deploy the technology say THAT isn't going to happen. Cisco et all has very little clout among the FC manufacturers, and iSCSI represents a significant investment on their parts. As long as FC can keep up with speed and features, then iSCSI won't have anything but a niche. R&D is tight, and it makes sense to continue efforts into 2GB and 10GB FC rather than to branch off on iSCSI efforts. (Me talking here, not any particular company). Also, nobody really spending any time on 4Gb FC, the RAID vendors are mostly all going from 2Gb to 10Gb, and avoiding the stopgap 4Gbit technology. I did hear, however, that 1GigE is now under $100/port, and 10GigE is going to drop considerably. I don't buy your $7,800/port in 2005 for 10GigE. Just my opinion here, but I would expect it to be well under $1000/port by then. This is key to iSCSI taking off, of course. DL