I am not to bashing NTAP. But in response to your post, look at who NTAP sells to and look at who EMC sells to. Respectively you will notice that EMC is selling into the high cap / Fortune 500 type of companies while NTAP is selling into the smaller cap players. If the rate of growth in spending decreases (as DownSouth points out, it is not a net decrease)I figure it will be the smaller players that scale back first and most significantly. Also the dot coms, up to this point have never been EMC's market, but more so NTAPs. ( IMO, DownSouth is once again right, the announcement by ORCL is a big big win for NTAP!)
Another point I have been considering. A lot of significant players (IBM, SUNW, etc.) have announced new thrusts into the storage market but I have been noticing most involve NAS product announcements. I have only noticed one or two talking about SAN, which may in itself speak loudly. But if (and many here on this thread feel that is a big IF) the NAS market experiences greater increased competition, who will feel the impact greater, EMC or NTAP bearing in mind the current market share of NAS vs. SAN.
Just my 2 cents worth.
Good luck,
Eric |
