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

To: David A. Lethe who wrote (4504)	4/5/2002 1:58:03 AM
From: David A. Lethe	Read Replies (2) \| Respond to of 4808

Interesting stuff from the StorageNetworkingShow this week in Palm Springs. First - I didn't go to many of the sessions, just spent my time working the Interoperability lab. So, I'll keep most of comments to that area. Biggest news from the lab is that both EMC and Hitachi were zoned off everything at the last minute, so nothing was able to communicate with either of them. I won't comment on why this happened, pretty much because I am a SNIA and FCIA member, and there is a bit of code-of-ethics thing here. So, I'll leave it to your imaginations as to why this happened. At last minute some of the smaller vendors such as Chaparral (who is now selling subsystems, in addition to controllers .. their new RIO system is a real screamer), and MTI, were more than happy to stop doing benchmarks, and slice & dice their arrays to provide a few dozen LUNs to distribute among the vendors that had no virtual disk to attach too. [Big losers here were the storage management software vendors who were not able to qualify their software on EMC/Hitachi] The 2Gbit SAN was very solid once the lab opened, and we had Vixel, Brocade, McData, and other switches (and iSCSI + Infiniband) all zoning and talking together and being managed and watched from everybody and anybody that needed to do something. Last year, 2Gbit wasn't really working well, and we never would have accomplished this. As for life outside the lab, storage management was hottest topic. Why?? Well, because people just aren't buying nearly as much hardware as was forcasted a year ago, and the storage management allows people to use their existing storage more effectively. Everybody's numbers and forecasts look good and healthy, but I probably shouldn't give specifics on them, and wait for the press releases to come out. From investment standpoint, I wouldn't be buying any more stock in the tape vendors. The new serial ATA RAID products coming out Q3/Q4 will replace a chunk of their business. Easily an order-of-magnitude faster, at comporable pricing. Personally, I didn't see anything this year that knocked my socks off (Except maybe the organ grinder's monkey at the circus-themed party). Oh, temperature was in the 90's, not a cloud in the sky, the golf was amazing, and I was even able to sneak away a few times to get an early start on my tan at the resort's pool ... I can't believe they actually PAY me to do these shows ;)