This, not to deprecate your abilities, may be more than you should gnaw...I don't want a Project Leader to get "bogged down" in the process. We all have a tendency to look at the whole mountain and pronounce it insurmountable, when if taken by stages it's quite another thing to gain a summit.
That may sound trite, contrived even, but from what you describe (and keep in mind, I know nothing of NT) it seems possible to carve it up, into technologies, and then take each at a time.
Perhaps, another one or two threadmates should assist in this.
NT may be too important not to fully understand...that's why I'm pressing the gang on this, not just you.
Let's face the possibility that CSCO may just be under attack from below by a very worthy competitor. The questions abound: Are there discontinuities here, are they protected by patents or by early mover syndrome, is this hardware or software, or both...and so on. Looking just at the charts, NT is the 12-month winner, CSCO No 2, and LU looks (to stock buyers) like an on again-off again player.
This doesn't strike me as so simple as EMC-NTAP...(excuse me, Jerry...but you made it look like a cake walk)...but it may be (is already) far more important in terms of total spending by industry, which makes it all the more important that we grasp it.
Chaz |
