Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 111.72

+1.2%

1:53 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Selectric II who wrote (4246)	9/7/2000 8:46:21 AM
From: DownSouth	Read Replies (2) of 10934

Selectric, thanks for the nice comments. Dell and NTAP are in two very different businesses. Dell heretofore has been successful in the assembly, sale, and delivery of a commodity product--the PC primarily to a mass market. NTAP sells a specialty product to the commercial world--nto to end users. NTAP is first and foremost a software company. That software sits atop a hardware platform assembled from commodity products, but the whole kit is sold as a unit. That is one reason that Dell was no successful in selling NTAP products (Dell StorageVault). Dell's sales model does not allow for an extended dialog with sophisticated IT department decision makers, nor does it provide for imparting the special knowledge required to sell speciality products to that audience. This is all in retrospect. I really though the Dell model would fly. Contrast it to the success that Fujitsu is having. There are persistent rumors that someone plans to buy NTAP. NTAP is not for sale.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next