Sometimes two technologies converge and bring a whole new wrinkle to our business. Today, I read an article that said that HDS and NetApp were breaking their OEM agreement. This does not surprise me at all, NetApp does not play well with others. The next article I read did surprise me. This article says that Hitachi is coming out with 1 TB disk drives in 2007. Since most filers are sold with about 1 TB of storage, it seems like Hitachi might have a disruptive technology on its drawing board, how will this development effect the low end of NetApp’s product line? Strategic planning in the enterprise storage world will change radically when storage disk capacity quadruples in 2 years.

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