EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: charlief who wrote (11813)	1/12/2001 10:34:51 AM
From: Allegoria	Read Replies (1) of 17183

This EMC thread has some of the finest minds in SI. Great discussion on the G&K thread portraying NTAP as a gorilla and EMC as a king. Will a gorilla allow a king to live for long? If your invested in EMC this might be of interest to you: Subject 25851 Can anyone comment on the following statements? "NTAP is competing in EMC's centralized storage SAN domain." How and with what product? "EMC is not competing in the content management/distribution NAS domain." It this true, EMC's new NAS product offering does not? "EMC is competing against NTAP in the mid-range to small scale centralized storage domains with its NAS Chamelon offering." And not in the content management/distribution NAS domain? Why can't EMC compete, NTAP's WAFL? "EMC's architecture for centralized management (Symmetrix) is "closed/proprietary". And NTAP's "distribution NAS architecture" is not? How is NTAP's not? The "closed/proprietary" designation for EMC was supported with: "That is evident by the fact that EMC must engineer its microcode to interface with each application server platform that it supports. In fact, EMC is interfacing its closed/proprietary architecture to the app server vendors's closed/proprietary architectures (channel to channel)." "The only barrier to entry to EMC's domain is the cost/time of developing these channel to channel interfaces and writing software to manage the central store." Is this the only barrier to entry to EMC's domain? I would have guessed much more, but apparently NTAP owns us, or will in the future. Thanks in advance to all who contribute, Eric

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