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Technology Stocks : Network Appliance

NTAP 115.99

+1.1%

3:59 PM EST

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To: DownSouth who wrote (4143)	8/26/2000 6:30:20 PM
From: pirate_200	Read Replies (1) of 10934

I read that guy's post on the Motley Fool and it really smacked as a verbatim paraphrase of EMC's marketing FUD messages: 1. EMC is focusing on NAS and when EMC focuses, it dominates. 2. EMC spends $xB on R&D on storage, no one can keep up. 3. EMC is a NAS/SAN solution 4. NTAP is low-end etc. yadda, yadda, yadda... I think the rebuttal to this "FUD-scud" is: 1. EMC previously took storage business from the sleeping giant IBM. I wouldn't call IBM particulary tough competition at the time. NTAP isn't sleeping or trying to cash-cow old technology. 2. EMC spends $xB on R&D, but as others have also said, how much is really spent on NAS? SANs? Support software etc.? NTAP's R&D is focused. 3. As NTAP said on their last CC, EMC was pooh-poohing NAS up to a year ago and now is trying to position themselves as a SAN/NAS company. It is going to be difficult to try to sell a customer a NAS solution for them, when they have been pushing SAN-piping for so long. I think it was Mendoza that was commenting on this on the conference call. I can imagine the marketing/sales talks almost being "Clinton-esk" to dig themselves out of that hole. 4. NTAP isn't low-end, downsouth already covered that.

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