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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Mannie who wrote (51193)	5/9/2002 11:56:26 AM
From: stockman_scott	Read Replies (1) of 65232

09:40 ET Merrill Lynch on storage Merrill Lynch in a pre-open note reviewed their conversation with a storage consultant from Enterprise Storage Group; consultant was positive on EMC's software capability and was quite bullish on the new Centera offering for reference data, claimed that VRTS is in turmoil with a half dozen VPs looking to leave, is concerned that NTAP is a one-trick pony (NAS) with rising low-end competition from MSFT, sees BRCD's SilkWorm 12000 gaining traction, and believes that CSCO will have limited success in the industry until it "speaks storage".

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