Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.29

+7.3%

Jan 13 3:59 PM EST

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To: Dr. Id who wrote (79224)	4/18/1999 12:29:00 PM
From: rudedog	Read Replies (1) of 186894

JDB - EMC is #3 in multivendor storage. Do you know who #1 and #2 are? do you know where NTAP fits in that ranking? How important is SAN attachment vs. network attachment? How well is EMC positioned in the SAN market? How about NTAP? EMC will be lucky to retain the #3 spot over the next 2 years. NTAP will struggle in the lower end of the business unless they get a technology injection somewhere. Both companies lack key infrastructure components to stay with the market. But as long as EMC stock keeps going up and the hucksters can keep the uninformed buying, it almost doesn't matter. EMC defines their market niche so that their numbers look good - kind of like Sun saying they are #1 in Sparc sales. Or Apple saying they sell more MAC OS than anyone.

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