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CIBC on SAN Stocks: 'Buy': Page 2 of 2

Mansky’s comments are in line with recent remarks by Merrill Lynch & Co. Inc. analyst Thomas Kraemer, who says, “The strong economic rationale for networked storage is obvious when the dollar cost per terabyte is added up for direct-attached storage [DAS] systems versus NAS and SAN solutions... The network solution is half the cost.” He adds that significant economies of scale (especially pertaining to labor costs) are achieved in a networked storage setting (see Merrill Lynch Sizes Up Network Storage).

— Jo Maitland, Senior Editor, Byte and Switch http://www.byteandswitch.com