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Technology Stocks : Network Appliance
NTAP 107.32+4.0%Nov 21 9:30 AM EST
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To: DownSouth who wrote (5662)12/18/2000 12:25:41 AM
From: Winston Chen   of 10934
 
"What you must remember is that NAS is NOT A DISRUPTIVE
INNOVATION! What is disrutpive is NTAP's
dis-integration of the file system of the general purpose
OS. That is what WAFL does so effectively. Others are
introducing NAS products, but these products lack the
price/performance/reliability of NTAP, and, perhaps as
important, do not have the end-to-end content management
solution built on top, as NTAP does."

Well thought out, DownSouth.

Prof. Christensen put it this way in The Innovator's Dilemma.
"Historically, disruptive technologies involves no new technologies;
rather, they consist of components built around proven technologies
and put together in a NOVEL PRODUCT ARCHITECTURE that offers the
customers a set of attributes never before available." P.246
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