“WR Hambrecht + Co today issued a comprehensive report on the
rapidly growing storage market. The report focuses on two major
players in this industry: Cobalt Networks and VA Linux Systems.
WR Hambrecht + Co Open Source and Pervasive Computing analyst
Prakesh Patel believes that as the use of computer applications and
databases to store valuable customer and product data explodes, the
need for corporations to store their data across networks will be
critical. The Storage Boom: Cobalt Networks and VA Linux
Systems Ride the Wave can be found at www.wrhambrecht.com.”
“We believe that the winners in the storage boom will be
companies that offer ‘plug and play’ server and storage systems for
service providers,” Patel said. “The current evolution of the
storage industry should result in the continued sales of high-end
storage solutions from companies such as Sun Microsystems, EMC
Corporation, Compaq, Hewlett-Packard, IBM, and Network Appliance.
However, the largest growth in the storage market should be in
turn-key server appliances and storage systems driven by demand
from service providers — ISPs, ASPs and SSPs.”