VC Blog on Storage, Wireless/VoIP, Internet

Storage IPOs

Storage has been an attractive (and perhaps overfunded) area for venture investment for some time because of the explosive growth of data and the decision by the OEMs which dominate the market to focus on distribution over R&D.  And now finally the IPOs are beginning to follow.  I am pleased to see Riverbed and CommVault have success in the public markets.  More will follow...

iSCSI vs. Fibre Channel

If you had any doubts about Ethernet SANs ability to take market share over time from Fibre Channel SANs, please read the feeble attempt by the FCIA to hold off the laws of physics...

http://searchstorage.techtarget.com/originalContent/0,289142,sid5_gci1208579,00.html?track=NL-52&ad=560961&asrc=EM_NNL_427643&uid=2384739

Warms my iSCSI-loving heart.

For full disclosure, my firm Valhalla Partners is an investor in iSCSI pioneer LeftHand Networks.