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


To: Eric L who wrote (11765)12/2/1999 4:25:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
I see your points about EMC, but I propose that NAS may be a discontinuous technology, relative to SAN. Much like 5 1/4" drives were to 8" drives, or PCs were to minicomputers. "Innovators' Dilemma" classic.

BTW, I am not prepared to support my proposal yet, but would like to discuss further.