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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sam Johnson who wrote (15603)1/19/2000 10:42:00 AM
From: jerryriti  Read Replies (1) of 54805
 
>I'm asking this because so much has been talked about referring to NAS as a discontinuous innovation>

IMO, NAS is best viewed in terms of it being a "disruption from below", i.e., a technology which is simpler and cheaper in many cases but not an across the board replacement for the SAN market, i.e., no single standard will emerge. As such, NTAP will grow rapidly but will constantly have to ward off competition. EMC will prove a fierce competitor in the NAS market even as they dominate the SAN market! Clayton Christenson's concepts of why great companies fail is now part of the high tech culture and EMC is not oblivious to why simpler and cheaper will make huge inroads into their dominant market. Doubtful that you can make a case that NTAP is a gorilla,and it certainly looks like a royalty game! it sure looks like NTAP is leading the pack in the exploding NAS market but will have to look over their shoulder! Disclosure: I am long and very strong in NTAP and, long and not as strong in EMC. IMO, all others are footnotes in this area and so I will continue to hold and build in a 2:1 dollar ratio of NTAP:EMC. Not pure gorilla gaming and maybe even a perversion of the royalty game but we all have to find our comfort zone! This thread certainly makes one think in ways that prove truly profitable.
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