Here is a post that I just put out on the DELL thread. I would welcome any comments. IMHO, DELL's aggressive move into storage will benefit NTAP in a major way in the next few years...Regards, Scott
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Thread: Read this passage from the cover story of the latest issue of BusinessWeek...
<<Although EMC Corp. is speeding along for now, the race is on for a piece of the fast-growing storage business. Spurred on by EMC's success, competitors from Sun Microsystems to Compaq to Dell are launching their own products in an effort to catch up. ''We're going after EMC,'' says Thomas Meredith, Dell Computer Corp.'s chief financial officer.
Simply put, these companies are trying to do to EMC what it once did to former industry leader IBM: Eat its lunch. And as corporate clients move to a new generation of networked computers, EMC's rivals see an opportunity to provide the best combination of hardware, software, and services to meet those customers' storage needs. A new technology called fiber channel is making it possible to string together many data-crunching servers that operate over a wide geographic area with storage units from a mix of suppliers.>>
I love the quote by Tom Meredith. Mark my words, DELL intends to become a MAJOR player in the storage market --- and sooner than most of the ANALysts realize !!
The storage marketplace is full of tremendous growth and competition going forward. How would you like to compete against the DELL marketing machine??.... |
