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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (4322)7/27/1999 10:43:00 AM
From: DownSouth   of 54805
 
Unq, the IBM storage announcement is a direct assault on the market that IBM relinqished to EMC several years ago. We are talking $1M multi-terbyte subsystems. This is where EMC earned its stripes and makes its money.

This does not threaten NTAP. NTAP is in the 2TB and lower market where sales range from $25K to $250K.

EMC will be challenged to fight the war on two fronts--the NAS (NTAP's domain) and the SAN (EMC's domain) as IBM heats up the battle.

Interesting....
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