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Technology Stocks : Network Appliance

NTAP 113.34

-3.1%

Nov 4 3:59 PM EST

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To: MulhollandDrive who wrote (4436)	9/19/2000 10:29:25 PM
From: DownSouth	Read Replies (3) of 10934

bp, this dance between EMC and NTAP is even more interesting than the DELL vs CPQ think. DELL and CPQ were battling as Princes in the PC market. Neither had a disruptive innovation. Neither had intellectual property, other than mfg/distrubution methodologies, and the barriers to entry into the PC business were (are) low. Here we have the King of SAN facing a challenge from below by the Gorilla of NAS. (EMC's architecture is closed/proprietary with no significant IPR, but a dominant position in the high-end storage market. NTAP's architecture is open/proprietary with significant IPR that represents disruptive innovation (WAFL/ONTAP).) NTAP has emerged from the NAS tornado as the Gorilla and is now intersecting with the whole storage market tornado for a new round of battles. I know that you don't necessarily buy the Gorilla Game paradigm, bp, but it works for me.

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