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To: DownSouth who wrote (20981)	3/22/2000 9:03:00 AM
From: lurqer	Respond to of 54805

re. Disruptive Technology Watch! I was (am) late to the storage party. I decided some months ago to go with NTAP and not EMC. My reason was because it seemed to me that EMC thought they had a problem - a la innovator's dilemma. Who was I to argue? Looks like they still haven't solved their problem. lurking... lurqer

To: DownSouth who wrote (20981)	3/22/2000 11:45:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

"Disruptive Technology watch" to EMC shareholders Sir Galahad, that was one of the best, yet more concise posts I have read here in quite awhile; gets right to the point, but provides intelligible rationale. Extremely well done. I own EMC, haven't yet gotten into NTAP......because I can't own 'em all. But I want to. It's on my list. Thanx again for a great post. Apollo

To: DownSouth who wrote (20981)	3/22/2000 12:39:00 PM
From: Charlie Stone	Read Replies (1) \| Respond to of 54805

DS, EMC OEM'ing a weaker vendor's product would be an ironic turn of events...(if it happens)... You may recall that IBM, which could not successfully compete in this area a few years ago with EMC, struck an OEM agreement with StorageTek (STK)...EMC continued to prevail and dominate...the irony is that the shoe may now be on the other foot, so to speak, if EMC attempts the same unsuccessful strategy. Charlie (Long both EMC and NTAP)