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Technology Stocks : Network Appliance

NTAP 112.28

+0.6%

Dec 1 3:59 PM EST

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To: DownSouth who wrote (3237)	5/11/2000 1:55:00 PM
From: John F.	Read Replies (1) of 10934

DS, the move by EMC into the NAS space reminds me of other similar moves in the past such as the move by DEC into PCs. DEC entered the PC space for several reasons, including: 1) DEC needed to act on the requests of some customers that wanted a turnkey solution (ie: one supplier for all network hardware). 2) DEC realized that allowing IBM to sell PCs into their big accounts was .. inviting trouble in higher end system sales. 3) PCs sales were growing strongly in Corporate America at the time. Now, what is your take on the following? 1) NTAP's simple "disruptive" NAS technology is threatening EMC from below. 2) NTAP would have great difficulty entering the SAN market. (not that it needs to) 3) Some view SAN and NAS as complementary technology. My main question: How quickly do you think EMC will be able to enter into the NAS market in a big way? If you have any links to articles that discuss my concern above, I would appreciate the links. thanks, John DS, sorry if this has already discussed in great detail in this thread. I have scanned the thread to no avail as yet.

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