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Technology Stocks : Network Appliance
NTAP 111.90+1.3%Dec 19 9:30 AM EST
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To: DownSouth who wrote (2800)3/23/2000 4:16:00 PM
From: Allegoria  Read Replies (1) of 10934
 
DownSouth, Thanks. Your post ( I did not use your name) generated the usual response from the chest thumping crowd, but it also provoked something useful as well. Here is one response:

I think the potential revenue generated by a partnership between these two companies is much greater for both, than the potential for disruption of
EMC's revenue stream by NTAP's NAS solutions. Or NTAP's revenue by EMC's SAN solutions.

The idea of a string of WAFL-enabled filers from NTAP storing web-enabled data on a set of switched FC Symmetrix that utilizes SRDF for
transparent remote data mirroring makes ultimate sense to me.

I still don't understand why so many people want to make NAS and SAN into competitive technologies. It seems stunningly obvious that they
compelement each other so well. Not to mention that they perform two different tasks in a typical Global 2000 data center.

On your report, I think you and ML are mistaken that EMC would consider OEMing a NAS box. It's not in their genes at all to OEM. The only
possible entry out there is Auspex, and they could just acquire them, if they were so inclined. They don't even really need to do that, considering the
thousands of engineers they have secreted along the I495 corridor.

Finally, IMVHO, I think anyone who considers EMC a King instead of a Gorilla has not done their DD. EMC has just as tight a lock on their
customers as Cisco does on theirs for the very same reason...SOFTWARE.

Thanks and good luck,
Eric
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