Techno,
Re; NTAP...yes, in Wall Street these days it seems the momentum will only attach to that trite word, "acceleration." As in revenue AND earnings acceleration. Seems NTAP's growth is slowing a little bit, even though its still growing at a phenomenal clip compared to most industries/companies. Not.........good. Oh well. ;-)
That's what I like about the Q...with the faster growing FC segment finally taking up over half of Q's revenues, this states the obvious. And here at 120 (well, for today), its good to see such strength (and again, this a.m. may portend different things) in this market.
Now that Dell has lowered forcasts for next year to a nice low, I am thinking about getting as a storage play. I thought this before, but was way too early. I'd love to have more discussion on the big storage players currently and what will happen over the next few years...what little i know, i have--
EMC-- storage Gorilla
NTAP -- NAS Gorilla...being attacked from all sides now
SUN -- server Gorilla who is starting to attack storage
DELL -- attacking all storage from the low end
IBM -- mainframe base, attacking storage from the middle out
VRTS -- Storage software leader
Brcd
Qlgc ----> equipment for SANs
Who here is going to have the accelerated revenues and earnings for the next few years in storage? These companies may all be there in the next year, for all I know. Perhaps, some plays are obvious. Would love to hear more thoughts here...
<< What did Egan (cofounder of EMC) sell before the company
stumbled into the storage biz? >>
Just checked out Dick Agan at EMC's site. Pretty intriguing dude. Been in and out of a lot of interesting places. Involved with Apollo Moon Landing and worked with Intel, etc...Not sure what your answer would be but I would guess EMC sold add-on memory boards before they worked with storage since thats what the Web site said. ;-) Is this a clue to something?
Cheers,
pigboy |
