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Technology Stocks : Network Appliance
NTAP 112.28+0.6%Dec 1 3:59 PM EST
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To: Boplicity who wrote (5212)11/21/2000 11:49:24 PM
From: tinkershaw   of 10934
 
I know this is dead horse for some. DELL sure knows how to spit the boxes out the door, eventually they will develop or acquire the expertise to handle the large accounts complete needs, of course storage will be a big part of that. In fact over time, filers should ellipse servers in importance. you can guess the rest of the story,

I haven't read all of the responses to this DELL question. But to put it into perspective what Sun does with the hardware in its servers is something that DELL could easily imitate as well. Unfortunatley, like with Sun, imitating the hardware, and maybe even getting it out the door at a cheaper cost does not make for market domination. It is the software. Dell hasn't imitated Solaris and it won't be able to imitate WAFL, ONTAP, et al. Dell is not really a competitive threat in my mind until such time as NTAP moves downstreat and starts selling to price points of $500-$2000 filers.

Tinker
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