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Technology Stocks : Network Appliance

NTAP 111.80

+0.2%

12:02 PM EST

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To: riposte who wrote (9935)	2/14/2002 2:42:11 PM
From: pirate_200	Read Replies (1) of 10934

> I respectfully submit that you're missing the point. > > Microsoft knows it doesn't have to "get NT right" (or any of > their other products); they merely have to get them "good enough". > Look at their history. "good enough" doesn't work in the enterprise-level area. That goes to my first point, "NT consolidation" is occurring because their software does not scale. > so once again, MSFT has positioned themselves as the gatekeeper, > and will decide whether they wish to allow other NAS vendors to > compete with them Microsoft can't control open protocols, NTAP and others will work around them. What will end up happening is where Microsoft tries to break protocols, companies will go to block-level protocols like iSCSI over the network to avoid Microsoft completely. NTAP did this to overcome Microsoft already. Microsoft doesn't have control here like the desktop. You apparently believe they do, I just don't. We'll see over time how this pans out. As to snapserver and maxtor, they are very low end, low performance boxes that serve the SOHO environment that NTAP doesn't go after.

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