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

To: DownSouth who wrote (15569)	1/18/2000 8:39:00 PM
From: Greg Hull	Read Replies (2) \| Respond to of 54805

DS, Thank you for comparing EMC and NTAP for us. Based on your evaluation I bet a number of readers will consider selling any EMC they still have and buy NTAP instead. One last question - EMC is trying to reshape their image as that of a software rather than hardware company. Can you think of any of their software offerings that will distinguish (significantly) them from NTAP for the next few years? Thank you once again, Greg

To: DownSouth who wrote (15569)	1/19/2000 2:31:00 AM
From: Sam Johnson	Read Replies (3) \| Respond to of 54805

To the well-informed NAS-ties out there: I've been trying to determine whether NAS is an enabling or application technology. After re-reading the pertinent sections of the manual, it doesn't seem to completely fit either category. On the one hand, it doesn't fit my picture of application software, like Oracle or Siebel. On the other hand, it doesn't seem to be an enabling technology in the same sense that an OS is...if a company picks a competitor to NTAP, couldn't they stay with the competitor even if NTAP is ordained as the gorilla? (I'm assuming for the moment that NAS is in fact a gorilla game.) That sounds more like the characteristic of an applications technology, without the network effects that would cause the entire marketplace to pick a single standard. I'm asking this because so much has been talked about referring to NAS as a discontinuous innovation, and if there is possibility of a gorilla game in progress, it seems important to determine which type. (Also, I just made my first purchase of NTAP, and it just went nuts, so I'm thinking about it more today.) The last numbers I remember hearing are that NTAP has roughly 45% of the NAS market - which are more typical of application percentages. This could be because: --Its early in the game and the market has yet to pick a standard --It is in fact a gorilla game, but an application rather than an enabling one, so the market share percentage will never be in the Microsoft/Cisco range --It is actually a royalty game --Some other option I haven't thought of Anyone have a better sense of this than I do? Sam