Are you saying no company will be able to develop higher performance, higher reliability, simpler operation, and larger scalability per $ of total cost of ownership, to use your words? I hard time accepting that.
I am saying that no one has and that the barriers to entry are significant. All of the products that we have seen thus far are repackaged hardware running on general purpose OS with no innovation for file systems nor dis-integration of the file system to a special purpose appliance.
Why can't they close the gap? Some of the brightest minds in the technology are with-in the halls of those companies.
Good for them. They need to get to work. First they have to get permission to do so from their higher-ups who seem to think that they have a marketing/sales problem rather than a technology problem. They are waking up to this fact, but they are 2 years behind.
By the way, the very nature of disruptive innovation is that the current rulers of the market are not able to make the margin, customer, cultural, technological sacrifices necessary to meet the threat. The answer to "why" is "just because".
Why can't they make them so they do [perform like NTAP]? How is DELL able to win a contract of the Navy size without having the above?
Ask them why they can't [perform like NTAP]. Or think about what you know about IPR, disruptive innovation, barriers to entry, corporate culture.
Dell won the Navy contract by promising to meet minimum performance metrics, promising to meet the hypothetical delivery schedules and underbidding their competitors.
ah now we are getting somewhere.
I don't think we are.
Yes I know NTAP's software is big part of the picture. But, why can't they also do the above?
Do what? Win the Navy contract? Because NTAP chose not to take the risk of margin sacrifices necessary to win the business or impacting their other customer's delivery requirements in order to meet the Navy's requirements.
Or are you asking why the box makers can perform like NTAP? If so, how many times must you ask that question. If you don't understand my answers, I am sorry. If you don't believe my answers, sell your NTAP longs.
I'm sick of hearing that DS. If you all do not want to hear a voice that is questioning, then so be it! "Even Greg" ridiculous. Where did I mentioned TA in the my last questions to you today? Maybe someone that comes along with fresh eyes will be able top see the picture clearer. I'm not saying I'm that person just making a point.
I tire of your shortterm perspectives, GM. I don't get your point. Your calling NTAP a "broken stock" a few months ago was a TA call with no context, no facts. You didn't mention TA then, either. Was it based on your dd or FA? I think not. That was ridiculous.
You're asking questions now, I believe, because you wish to argue ("make a point"). Not because you wish to learn or teach.
Can you list the negatives surrounding the NTAP story. In other words what could trip them up?
I suggest you look at their last annual report, which contains their 10-K with risk factors listed beginning on Page 7.
GM, if you wish to carry on this dialog, please do so. I am not bored. |
