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

To: Mike Buckley who wrote (8779)	10/25/1999 12:23:00 AM
From: Dougerdad	Read Replies (1) \| Respond to of 54805

If EMC =Gorilla; VRTS = GODZILLA OK I know I just started an argument, but if you look at VRTS, it covers a much larger market; i.e. enterprise storage software for SUN, HP, DELL, and several others. They have the open systems business covered. Additionally, they own all of the pieces in storage, from the file system, to volume management, to backup to wan file system replication. EMC only has their own, expensive hardware to work with; which works with Veritas software (buy the way) Remember the defination of a gorilla: "GORILLA A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product" Vertias Software is THE STORAGE ARCHITECTURE. EMC, BRCD and the rest have great hardware,but that is the only place where you find their software, only Veritas is everywhere. These guys are the next microsoft. Enough Said, Dougerdad