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Technology Stocks : Network Appliance
NTAP 114.72-0.9%Dec 3 3:59 PM EST
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To: DownSouth who wrote (3280)5/17/2000 1:17:00 PM
From: kas1  Read Replies (1) of 10934
 
Thanks for an extremely informative post. And you bring up a good point about EMC as compared to MSFT in the wars for market share. Although R&D costs are similar, the marginal cost of each copy of MSIE is 0, while the marginal cost of each EMC SAN system is sigificant. Makes price wars much more taxing.

Also, I didn't know that EMC doesn't have a proprietary OS. What are they thinking? Don't they know that specialized proprietary networking OS's (like Cisco's) are the way to add value?

As for Christensen, I don't think you have to literally spin off the unit as a separate company. But you have to apply different criteria to it, and not be so concerned with the bottom line -- treat that division like a money-losing startup. Of course, this is just my subjective recollection of the book, so I could be putting words into Christensen's mouth.
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