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Strategies & Market Trends : Steve's Channelling Thread

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To: Bosco who wrote (5457)9/22/2000 5:05:30 PM
From: MulhollandDrive  Read Replies (2) of 30051
 
I normally don't like to post negative info about specific co's. but this is public information and I checked with the poster (DownSouth, who knows his storage) and he said "sure go ahead"...

Friday, September 22, 2000 4:29 PM ET
To: bp (who wrote)
From: DownSouth
Betty, NTAP's management and technology roots literally came from ASPX. NTAP focused on the ASPX installed base in 1996-98 and took it away from them. Dave Hitz, the Ex VP of Development, and James Lau, EVP of Strategic Planning, were engineers at ASPX and founded the company based on their WAFL design. They conciously worked to overcome the engineering/perfomance/cost obstactles that they experienced at ASPX.

ASPX is not "open proprietary" in architecture. They are closed proprietary. Their prices and margins are a problem.

ASPX was the first victim of NTAP's disruptive innovation. ASPX is based on a modified version of UNIX, but still the UNIX file system. Their customers were very unhappy about unfilled promises and very late product deliveries (years late).

Wouldn't touch 'em.

Tell your friend to buy EMC if he/she thinks NTAP is too lofty.

ASPX, imo, is a "has been" rather than an "up and coming".,/i>
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