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.

Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: jerryriti who wrote (2155)	1/21/2000 9:40:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

EMC faces competition from IBM. IBM relenquished its storage market to EMC a few years ago, but has announced that it will be providing a SAN product. You say that EMC will not yield the NAS market gracefully. Of course, you realize, that that market is not theirs to "yield". They have no NAS product and are a year away from delivering one. The work that EMC has to do to get a NAS product is similar in scope to the work that NTAP would need to do to deliver a SAN product (which they have no intent to do). It will be interesting, but the threat to EMC by NTAP is, imo, much greater than the threat of EMC to NTAP. But, I agree with your contention that both companies dominate their space. They are Kings and all else are minor threats in niche markets. Huge growth ahead, great profit margins.