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

To: DownSouth who wrote (3280)	5/15/2000 5:05:00 PM
From: John F.	Read Replies (1) \| Respond to of 10934

DS, you own any VRTS? BRCD? tscn.com I'm in NTAP & EMC but have thought about adding VRTS, BRCD, and LGTO at times in the past. As I recall, you are not in EMC, but, how about VRTS and BRCD?

To: DownSouth who wrote (3280)	5/16/2000 7:31:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

Congratulations on making the Cool Post list, Galahad. Tekboy will be envious. uf

To: DownSouth who wrote (3280)	5/17/2000 1:17:00 PM
From: kas1	Read Replies (1) \| Respond to of 10934

Thanks for an extremely informative post. And you bring up a good point about EMC as compared to MSFT in the wars for market share. Although R&D costs are similar, the marginal cost of each copy of MSIE is 0, while the marginal cost of each EMC SAN system is sigificant. Makes price wars much more taxing. Also, I didn't know that EMC doesn't have a proprietary OS. What are they thinking? Don't they know that specialized proprietary networking OS's (like Cisco's) are the way to add value? As for Christensen, I don't think you have to literally spin off the unit as a separate company. But you have to apply different criteria to it, and not be so concerned with the bottom line -- treat that division like a money-losing startup. Of course, this is just my subjective recollection of the book, so I could be putting words into Christensen's mouth.