Includes Storage Arrays, NAS, File Systems, Clustered and Distributed File Systems, FC Switches/Directors, HBA, CNA, Routers, Components, Semiconductors, Server Blades.
Taneja Group analysts cover all form and manner of storage arrays, modular and monolithic, enterprise or SMB, large and small, general purpose or specialized. All components that make up the SAN, FC-based or iSCSI-based, and all forms of file servers, including NAS systems based on clustered or distributed file systems, are covered soup to nuts. Our analysts have deep backgrounds in file systems area in particular. Components such as Storage Network Processors, SAS Expanders, FC Controllers are covered here as well. Server Blades coverage straddles this section as well as the Infrastructure Management section above.
As more end users seriously evaluate the deployment of NAS gateways or SAN filers in front of their SAN infrastructure, we need to better understand what drives their interest. Taneja Group believes that two general areas of solutions focus will drive NAS on SAN adoption in the near term: Storage consolidation efforts, and improved data protection for file data, and tiered storage strategies.
One of the more discussed topics of the past two years in the storage industry has been the viability and desirability of converging of NAS on the SAN fabric in the enterprise data center. The working hypothesis: consolidate file and block services and you will increase your storage ROI through previously untapped efficiencies in your storage management and total capacity utilization.
ExaGrid, a startup located in Westborough, MA, announced on November 17, 2003 an architecture for storing and managing files that combines a variety of technologies to essentially create a self managing, self healing NAS product that scales simultaneously in the dimensions of capacity and performance and offers built in data protection. The product based on this architecture will be delivered in Q1, 2004. We think the architecture has considerable merit and the product will have a serious positive impact on the customer.
In 2003, if one trend is emerging in NAS, it is that it has become a diverse, increasingly robust technology platform for enterprise storage. We believe the NAS market is at the early stages of several broad-based pushes in functionality that will bring this technology base into every corner of the data center, from easily deployed and manageable departmental filers to enterprise class appliances and file services atop SANs.
On August 25, 2003, McData announced its intentions to acquire Nishan Systems for $83M in cash (plus $2M in debt) and Sanera for $102M in cash. McData also announced that they have invested $6M in Aarohi Communications, a storage networking chip vendor.
MaXXan this month became the first vendor to actually GA an intelligent director class product. While the architecture is sound and the product has most of the required features for such a product, and the use of standard OTS network processors, rather than custom designed ASICs gives them the ability to upgrade and ship faster than others, MaXXan finds itself in a very interesting position.