Taken from Steetlife column (Fortune), written by Andy Serwer:
EMC VS. NTAP.... Person who knows writes: "It is easy to sum
up why Network Appliances is slumping...E-M-C. There is a
major push (at EMC), to grab market share from NTAP. When
Ruettgers says he wants to own network-attached storage
market share, he means it. EMC, as a company, has a faster
and highly available (but more expensive product) for XSP
and dot-coms (Celerra). Yet, Chameleon (which is a CLARiiON
product) will be just as fast as the best NetApp product,
but is priced to be cheaper. Think about it, though, as a
customer: Do you want to (be) stuck with ONLY a network-attached
solution...hell, no. EMC with the Celerra, Chameleon, and
Symmetrix products allow you to do both (network attached
and direct connect) in the same configuration. After our 4Q
results come out, you will see NTAP drop again...." Thanks,
P.S. Tom Kraemer doesn't think it will be THAT bad for
NTAP.
Comments?
Thanks,
John |
