Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Miguel Octavio who started this subject	8/9/2001 12:54:41 PM
From: BirdDog	Read Replies (1) of 10934

I've received this answer from NTAP's stockholder relations on initial cost of storage. I have to confess that I have learned that initial cost means more than simply the price of the unit... Check out the Input TCO study found here: netapp.com and look at page 20 to see what Input found out on the initial acquisition costs. Further, when EMC cuts initial acquisition costs it does nothing to address most of the real issues, namely configuration time, disk grooming and disk tuning, fibre channel network configuration and optimization, and people costs and downtime related to reconfiguration and expansion. EMC can't fix this by lowering acquisition cost. EMC talked last week at their analyst day about automating some of the functions that are currently done by EMC personnel or system administrators at the customer site. This seems like a clear indicator that they are realizing their people-heavy model with the Symmetrix isn't going to work going forward. Info at: emc.com We've been doing this type of thing since day one, and EMC won't be able to catch up to us. Moving to this type of model will be difficult for EMC and we believe it will cause further turmoil in their business model. Billie BirdDog

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next