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NetEx: Page 2 of 3

Graham Bull, general manager for IT infrastructure and operations at Australian carrier Telstra Corp., is already sold on the product. "Telstra expects HyperIP to help achieve improved cycle times and cost effectiveness in the delivery of its IT services through the more efficient use of core IP infrastructure now and as new standards emerge," he says.

Rick Villars, an analyst with IDC, believes NetEx's introduction of HyperIP "signals that we've reached a level of maturity in the storage world that companies are starting to look at manipulating IP to look at, 'What can we do to boost the performance?' "

But Randy Kerns, senior analyst with Evaluator Group, cautions that the product is only suitable for data that must be periodically replicated. "If this would allow me to get my job done a whole lot faster or a lot less expensively, then I'd be interested in it -- it's all about the money," he says. "But you have to understand your business requirements about the data you're going to replicate."

NetEx's timing in delivering an IP-based product optimized for storage is quite fortuitous, Villars notes: EMC Corp. (NYSE: EMC) recently added native IP connectivity to its Symmetrix DMX platform (see EMC Debuts DMX, Part Deux). "That opens up the opportunity for traction," he says.

Gust says NetEx is planning to target EMC field sales teams "to show them what we can do," and says he's also interested in working with Veritas Software Corp. (Nasdaq: VRTS) on its Volume Replicator product.