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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (13695)	12/15/2001 3:12:51 PM
From: ajtj99	Respond to of 99280

Steve, that is so cool that you used to be in the datacenter biz. I'm wondering what you think about the new blade servers that have been on the market the past year. I think they are a rational extension of the miniturization in PC's, and a no-brainer for space and power consumption savings. I thought the Transmetta based blades would have an uphill climb, but the new Compaq / INTC blade servers seem a poor compromise. If we still had the energy problem we had last year and the .com craze, these things would be selling like crazy. BTW, I think EMC will be toast and acquired soon. IBM is like MSFT in that they got it right the 3rd time (storage systems that compete with EMC).