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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (78)2/18/1999 6:06:00 PM
From: DownSouth  Read Replies (2) of 54805
 
Teflon, I am not trying to get the last word in here. In fact, I see your point about EMC resources being able to close the gap. Let me give you a different perspective on that.

EMC has a mainframe perspective on data serving. They also have a big installed base wanting more features. I believe it would be very difficult, culturally and financially, for them to focus on the server-oriented NAS market.

NTAP, on the other hand, will not even consider the Mainframe file storage marketplace. It is outside their scope. They are intent, and the technology is becoming available, to scale up to multiple TB of fail-over protected data servers with integrated, automatic nearline backup features.

I believe that NTAP will be more nimble and play in a more rapidly expanding marketplace than EMC. Could be that EMC becomes the IBM of data storage and NTAP becomes the MSFT of network attached storage.
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