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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 (2843)3/24/2000 12:30:00 PM
From: buck  Read Replies (1) of 10934
 
My counterpoint was simply that the training of EMC system admins is not a barrier to NTAP. Both NTAP and EMC need new customers and none of them are trained on EMC.

Roger that. I missed your point completely.

I would only add that the people who have been trained on EMC for 2-3 years move up and on to positions that have buying influence. My point, if really had one to begin with, was that these people would be swayed more towards a product they know than one they don't. I don't know if this is really an effect on sales or not in today's environment, and I don't know how large that effect might be. I don't know if you would classify that as new customers, anyway.

Ditto to that cooperation/competition thing. I sure like watching the fur fly, though.

EMC and Auspex make as much sense to me as EMC and DG. But, and it's a big but, we get into that east coast / west coast dichotomy thing with EMC & Auspex. I wonder about the ease of digestion. I wouldn't pull the trigger on that deal, but then I ain't the one sitting in the corner office smoking big cigars, either, if you know what I mean.

Ya know, I still don't understand Auspex' fall from grace. Not that NTAP is now kicking their a**, but how Auspex let it happen. They were the gold standard in that space for so long. Now, there's an innovator's dilemna. I'd love to read a Harvard Business Review on that one.

buck
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