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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Hal Barnett who wrote (4290)	7/26/1999 12:06:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

And now Storage Network with a business model that breaks both molds, sounding akin to the moves Intel is making. Are these interesting times, or what! It will be interesting to see just who the new firm signs on as it's first customers, and if any other companies enter the same space. From Inside the Tornado: "One thing the direct sales force will never do is bring in the new paradigm. A company dependant on a single sales channel for interaction with it's installed base, is blocked from selling the new paradigm and must watch in helpless frustration as competitors pillage their installed based.... with impunity! Thanks Hal, for the revenue numbers, and the Globe link.

To: Hal Barnett who wrote (4290)	7/26/1999 7:34:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 54805

Thanks for finding the article! My first impression was it may impact companies like ntap. Companies that can't afford the equipment or don't want to tie up capital in equipment that may be outdated in a few years. I stand corrected on emc partner investing in this project I believe article says he didn't. I don't see anything to stop several companies like this entering the field to be an outsource storage corp. Buy the emc, Ibm, etc products and uncut prices for service. Note emc my largest holding and ntap in my sons portfolio. (I sold my ntap to buy more emc).