Jill, I don't see an enabler (Gorilla) in either EMC or NTAP, nor do I see how one might develop unless by wishful thinking. Thus in our terms, they both stand as kings in what are now two spaces. Could this develop into a single space? I've thought about this...the possibility of one moving down, the other up, market to the point of overcoming the other. Seems unlikely. Would we expect to see IBM (successfully) move downmarket, while Dell (successfully) moves upmarket, and one of them being overcome? Doesn't make sense...I see, LT, the clients for these two remaining largely distinct, ergo, two kings.
To my mind, EMC, as a business model, is more like JDSU and
AMAT....just a well run, very large, very profitable technology company whose major competitive advantage is
sheer size. |
