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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Doren who wrote (38058)	1/17/2001 2:41:34 AM
From: DownSouth	Read Replies (1) of 54805

EMC's proprietary architecture (SAN I believe) makes it prohibitive for corporations to switch to another architecture or add another. Am I correct? Their architecture does not create high switching costs. Data can literally be copied from the EMC storage to any other vendor's storage. The same can be said of NTAP. What does create switching costs is the time it takes to copy the data and the investment in system admin and procedures. EMC has been slow to react to NTAP's new paradigm but is now aware and wants to react. What prevents it from adopting a similar architecture to NTAP's NAS and integrating it so that it works with current EMC SAN? They did that a couple of years ago. It's called Cellera. Cellara is a NAS interface which uses the Symmetrix (SAN) as the storage subsystem. Not a successful product.

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