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

To: buck who wrote (2844)	3/24/2000 12:58:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Buck, I enjoy your posts. You obviously have more "hands on" experience of late than I and I hope you will stick around. We need you. You obviously have a balanced view. Please spend the next long evening you have reading Christensen's book (Dilemma). Our conversation will get much richer as a result. You and I are both students of Moore. That's great. Perhaps you can help me make the case that NTAP and EMC are Gorillas. Jerry

To: buck who wrote (2844)	3/24/2000 7:41:00 PM
From: Katherine Derbyshire	Respond to of 10934

>>Not yet. It's on order as I type. My bible, of late anyway, is Geoffrey Moore's Gorilla Game. I'm not good enough to quote chapter and verse, but I believe EMC to be a gorilla and I believe NTAP to be a gorilla, as well. I hold them both tightly. An excellent example of a gorilla moving downmarket is Cisco taking the switch business away from Synoptics/Bay, via acquisition of a third company. Another is MSFT practically bankrupting NSCP with Internet Explorer. Those two examples are IMHO.<< Re: CSCO, acquisition of a third company is one of the ways to beat the Innovator's Dilemma. CSCO is very good at it, which is why I'm a very happy CSCO holder. Re: MSFT and the Internet, the jury is still out. By giving Internet Explorer away for free, MSFT didn't really capture the browser market, so much as destroy it. They have yet to show that their Pyrrhic browser victory will help them in the profitable parts of the Internet market. (And, for what it's worth, I'm using Netscape Communicator right now because Internet Explorer is too unstable.) >>As a wrap-up, I'll add that, IMVVVVVHO, the winner of the fight (if there is one) will be the one who has the most effective management tools for the data under their control. Storing bits is easy...taking care of it isn't.<< Thanks for the more detailed explanation on this point. Katherine