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

To: chaz who wrote (15659)	1/19/2000 3:11:00 PM
From: slacker711	Read Replies (2) \| Respond to of 54805

For those interested....EMC and NAS. This is from an SSB report on EMC. smithbarneyresearch.com Unique NAS Approach We believe EMC's Celerra is one of the best ways to service the high-end, expandable Network Attached Storage (NAS) market. EMC made inroads into the high-end NAS market place over the past year with its Celerra product. Celerra is a unique approach to NAS in that it is not a complete NAS subsystem, it is a series of NAS servers (thin file servers) without the traditional disk integration. Celerra attaches a Symmetrix disk subsystem (EMC's traditional disk subsystem) on its back-end, forming a type of SAN architecture behind Celerra (we would refer to this design as a NAS/SAN hybrid). In other words, Celerra provides a gateway for clients to directly access files over the LAN (typically Symmetrix disk subsystems are directly attached to application servers, therefore, forcing clients to traverse application servers in order to retrieve files). Further, we believe the Data General acquisition could provide EMC with a more traditional NAS appliance targeted at the lower-end NAS market, but EMC would not discuss potential future products with us.