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Technology Stocks : Network Appliance

NTAP 117.53

+0.2%

Dec 8 3:59 PM EST

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To: pirate_200 who wrote (4829)	10/27/2000 8:54:13 AM
From: DownSouth	Read Replies (1) of 10934

Downsouth has written that NTAP is a NAS-gorilla, EMC seems to be the overall storage Gorilla. It's about time you RTFM, pirate! <g> I must disagree with your statement, though. EMC is not the overall storage Gorilla. They have far less than 25% of the overall storage market. The box makers have far more than 50% of the overall market. EMC has no IPR that creates a barrier to entry into their product space. EMC is a closed proprietary system. At best, EMC is the King of SAN. You have seen my case that NTAP is the Gorilla of NAS with the IPR and marketshare that goes along with those genes. Now NTAP's tornado is growing larger as NTAP's capacities increase and they add to software (mainly through acquisitions) and grow their Open Proprietary Architecture through upcoming DAFS/VI based capabilities. If you are suggesting a storage basket, you need to consider CPQ, Dell, and SUNW as members. As for me, I am sticking with NTAP and considering adding some EMC. VRTS is a good idea, too, but I don't buy their sales/marketing model. (Indirect sales).

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