Storage Storage as a commodity Trading Storage Pricing

Storage • • Storage as a commodity Trading Storage Pricing Model Storage Book Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Present Web Site Internet Service Provider (ISP) Businesses, Individuals, Organizations, Govt. Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Near Future Storage Vendor Software Vendor Application Service Provider (ASP) Internet Service Provider (ISP) Businesses, Individuals, Organizations, Govt. Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Evolution Storage Vendor Software Vendor (ASP) Data Storage Trading Processor Time Trading Internet Service Provider (ISP) Software Event Trading Businesses, Individuals, Organizations, Govt. Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Evolution of Network Computing Storage Vendor A Storage Vendor B SUN Storage Vendor C IBM ORACLE Storage Vendor D MS Storage Vendor E HP DELL Gateway ISP A Business ISP B Individuals ISP C Organizations Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807 Governments

Enron Advantage Storage Vendor ASP Enron Government Individual Business Organization Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807 ISP

Competitive Environment • • EMC (EMC) IBM (IBM) Hitachi Data Systems (HIT) Storage Technology Corporation (STK) Sun (SUNW) Hewlett Packard (HP) Compaq (CPQ) Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Competitive Environment Contd. • DELL (DELL) • Storage. Networks (Privately held) Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Responsibilities Research Identified Vendors Identify Customers Develop Trading Book Identify Products & Services Storage Market & Technology Pricing Models Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807 Identify Internal Exposure to Storage

Technology • Fiber Channel • RAID (Redundant Array of Inexpensive/Independent Disks) • Cache Storage • Storage Configurations – Network Attached Storage (NAS) – Storage Area Network (SAN) Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Some factors in Benchmarking • Availability of data i. e. 99% or 99. 9999% • Reliability (MTBF) • Throughput i. e. define standard for use of systems Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Trading Storage • • At present no established market Initially an Illiquid market EBS can begin by trading Caching Storage Influx of entrants will create liquidity Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Storage Pricing Model • Factors to be considered for pricing: – – – Cost of Buying/Renting Equipment Cost of maintaining the equipment (if owned) Level of Service (Qo. S’ & SLA’s) Supply and Demand of Storage Technology Risk Other • Calculated in $/MB or GB delivered • Need to Start trading with Cache Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807

Cache Locational “Cache” Storage Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807 Locational “Cache”

Storage Book Shalesh Ganjoo, Enron Corp. Research (713) 853 -5807