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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (38070)1/17/2001 10:07:21 PM
From: Seldom_Blue  Read Replies (1) of 54805
 
Here is a good article on EMC and NTAP:

yahoo.cnet.com

"Though EMC has long had a high-end but comparatively minor NAS device called Celerra, the new battle lines will require EMC to moderate its attacks on NetApp's lower-end business.

In an October interview, EMC chief executive Mike Reuttgers disparaged NetApp's products for not being as robust as EMC's. "I see lots of companies running their business entirely on direct-attached" storage, he said. "I see some starting to run their business on storage area networks. I see none running their entire business on network-attached."

Don't forget to vote in the NTAP poll:

Here are the choices:

1) NTAP is a gorilla
2) NTAP is not a gorilla
3) I am undecided
4) This is not a valid question

You can vote either by replying to this message or you can PM me. If you are voting with no comment, you can send me a PM here: siliconinvestor.com

Seldom Blue
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