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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Allegoria who wrote (9633)	3/23/2000 8:47:00 AM
From: buck	Respond to of 17183

Eric, I think the potential revenue generated by a partnership between these two companies is much greater for both, than the potential for disruption of EMC's revenue stream by NTAP's NAS solutions. Or NTAP's revenue by EMC's SAN solutions. The idea of a string of WAFL-enabled filers from NTAP storing web-enabled data on a set of switched FC Symmetrix that utilizes SRDF for transparent remote data mirroring makes ultimate sense to me. I still don't understand why so many people want to make NAS and SAN into competitive technologies. It seems stunningly obvious that they compelement each other so well. Not to mention that they perform two different tasks in a typical Global 2000 data center. On your report, I think you and ML are mistaken that EMC would consider OEMing a NAS box. It's not in their genes at all to OEM. The only possible entry out there is Auspex, and they could just acquire them, if they were so inclined. They don't even really need to do that, considering the thousands of engineers they have secreted along the I495 corridor. Finally, IMVHO, I think anyone who considers EMC a King instead of a Gorilla has not done their DD. EMC has just as tight a lock on their customers as Cisco does on theirs for the very same reason...SOFTWARE. FWIW, I'm invested in both companies as Gorillas. buck

To: Allegoria who wrote (9633)	3/23/2000 9:25:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Eric: First off, I DO place great emphasis on the man at the helm. It is HE who dictates the policy down to ALL LAYERS. That is why he gets the big bucks!! Secondly, I do not think of NAS as competitive technology to EMC. Each method of storage has its own merits. For the past and present targeted EMC client I believe SANS is the preferable choice. Seems to me EMC is continuing to improve in this technology. Down the road if Mike R. determines that NAS technology would be useful and profitable for EMC to add they certainly have the financial and technical wherewithal to either acquire or develop it. There is no need to feel that if NTAP is successful EMC will not be and vice versa. Storage is a large and growing field. There is certainly plenty of room for multi vendors. Most are filling a niche generally related to their own hardware in the case of the box makers. EMC's advantage is it supports most if not all platforms. JDN