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Technology Stocks : Network Appliance
NTAP 112.27+1.6%2:14 PM EST
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To: DownSouth who wrote (2747)3/21/2000 1:24:00 PM
From: HDC  Read Replies (2) of 10934
 
DS, New ML Research EMC & NAS

In the Server Hardware Update Report dated March 20, 2000, Steve Milunovich says that a disruptive technology, like NAS, is a risk to EMC. He also says, "We think EMC may be looking to partner for a low-end NAS product in the second half [of this year]." ML has good research.

This is important new information about EMC's NAS strategy if correct. The thinking has been that they would be using Data General's technology for a NAS product sometime this year. If this is correct, it could mean that the threat from EMC would be a repackaged product from an existing competitor with an EMC logo on it. We KNOW how we stand up against existing competitors! The fear has been "What would EMC offer against NTAP?"

Have you heard anything from your sources about this?

Best,

Duncan
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