Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1388)	8/19/1999 4:58:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 10934

You guys keep it up. Just tell me when to sell! <gg> MileHigh

To: DownSouth who wrote (1388)	8/19/1999 5:22:00 PM
From: chaz	Read Replies (1) \| Respond to of 10934

UF and DS: Well, I guess the matter isn't settled after all. Like you Frank, I'm not real good digging up and citing numbers, but maybe this is one time when I ought to make more of an effort. Meanwhile, here are some of the thoughts that have been crossing my mind, and some of them might spur some others from other thread members. Considering that SAN (Mainframe) is growing more slowly than NAS, it would seem that NTAP has more to gain by minding it's store, and also that EMC has more to gain by going downslope. My feeling about the DG acquisition is that EMC, if it didn't get a product, may have gotten an engineering staff that could, if charged to do so, develop a product. ?: Is it technically more rational to develop a product for NAS-sized prospects that is a smaller sized SAN, or to stay with the NAS idea but with an entirely new "kernel", backed with the greater spending power EMC could exert? I don't pretend to know the answer to that question, but if EMC moves in either direction, NTAP could be finessed out of the game PDQ, ending up a monkey...with the technology that didn't get chosen, like Apple. The question above assumes that this "system memory" is just one market subset, and not two. If two, which would mean the customer needs are basically unalike, then NTAP clearly has a mighty edge, and as we learn from "Tornado" the larger firm has a very difficult time serving the smaller and smaller customers....which gives NTAP an opening at the increasingly ignored soft underbelly of EMC...so Dan'l decides to grow his product upwards, just like it says in the book. That's how I see this particular game. Anybody else see the same? Then we have to ask two questions further: 1) how will we know who's winning...what will be the signals, and 2) how long will it take to find out?