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.

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

To: mauser96 who wrote (10547)	11/17/1999 12:56:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Lucias, EMC is the biggest threat to NTAP's NAS kingdom, imo. However, EMC has not delivered any NAS product, nor has it said when it will deliver such a product. DGN did not have a NAS product on the market when purchased by EMC. Please keep your mind open. We are having a constructive discussion here are are very interested in new information. Looking forward to your substantiative contributions.

To: mauser96 who wrote (10547)	11/17/1999 6:02:00 PM
From: t36	Respond to of 54805

here is a post i took from the emc thread, it is from a very imformed poster who everyone respects his knowledge: From: Bill Fischofer Wednesday, Nov 17 1999 1:44PM ET Reply # of 8152 Re: "Storewidth" As a longtime GTR subscriber I was pleased that GG is finally starting to focus on storage (what he terms "storewidth") as the obvious compliment to bandwidth. EMC is the CSCO in this space and I see nothing to challenge its leadership anytime soon. SAN, NAS, etc. are terms describing still embryonic trends in what will be an enormous market in the years ahead. The important point to realize is that this is not a zero-sum game. For EMC to be hugely successful does not require that any other company fail. Conversely, the success of other companies in this space (NTAP being one of the more obvious examples) does not threaten EMC's future prospects. I don't view EMC as a "SAN" company. They are a storage company and are a player across all segments of that market. The DGN acquisition significantly broadened the EMC offerings in the midrange and I expect that they will be a leading participant in whatever high-growth storage opportunities present themselves.