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To: dwayanu who wrote (2059)	1/12/2000 3:03:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Dway, I am not saying you are "wrong". I am saying that NTAP has higher barriers to entry than I can infer from your posts. EMC will be affected by NTAP's discontinuous innovations. EMC's roots are as a hardware manufacturer--not a software company. Now they have a president that has been successful in running services companies (Unisys, Wang Global). I think EMC's culture is going to be a substantial burden when the nimbler NTAP starts to eat away its "bottom".

To: dwayanu who wrote (2059)	1/12/2000 6:41:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

>> Don't think CSCO's a fair comparison, it has an immensely wide and deep product line, and it's a little larger than NTAP. The most important thing to recognize is that Cisco is a software company, Dway. Their Gorillahood is derived from a proprietary open standard called IOS. It is the networking sector's standard, and Cisco controls it. I just hope Mr. V and company, who have reputedly adopted a Gorilla marketing approach, take a page from Cisco's book and license their software to the entire sector. uf