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

To: DownSouth who wrote (2159)	1/21/2000 1:39:00 PM
From: pann1128	Read Replies (1) \| Respond to of 10934

DS, Funny you should mention "Innovator's Dilemma". That's exactly what was going through my mind as I was following this discussion. NTAP represents discontinuous technology that started out being suitable for a niche, lower end product. Technology is enabling them to scale into the high end market. EMC in the meantime may not want to disturb their existing customer base which may not be clamoring for NAS solutions. Will be interesting to see this unfold. Cheers, Piyush

To: DownSouth who wrote (2159)	1/21/2000 1:45:00 PM
From: jerryriti	Read Replies (2) \| Respond to of 10934

>They(EMC) will face the problem well discussed in "The Innovators' Dilemma".< Christensen's concepts have entered mainstream corporate America. It is certainly a must read for all tech investors, but it is my understanding that he consults regularly with the EMCs of corporate America and they are very much aware of the need not to be blindsided by disruptions from below. From your earlier post, I now assume that for EMC that is easier said then done! You seem very much on top of this industry and I appreciate your input!