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

To: Bill Fischofer who wrote (10787)	7/31/2000 5:44:36 PM
From: Gus	Read Replies (1) \| Respond to of 17183

And Bill, even though there are others following EMC's lead in establishing enterprise storage as a network service, EMC departs from the rest of the pack, which generally make trade-offs between costs and heavy reliance on one network transport mechanism like IP. Celerra, which adheres to EMC's architectural philosophy of robust enclosures containing highly scaleable nodes, is one example of this fault-tolerant mindset. EMC Data Manager (EDM) is another example of EMC's commitment to universal connectivity. The network implementation of EDM enables separate control and data paths from the EDM client, enabling parallel data movement. The EDM client component formats the data for backup and restore, retries busy files, and allows client-initiated restore capability through the interface. The EDM backup server acts as a high-speed data sink handling all network communications......... emc.com By the time the competition figure out exactly why EMC trademarked the term *"Universal Data Tone"* EMC would have already moved on to another level.

To: Bill Fischofer who wrote (10787)	8/29/2000 5:14:18 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 17183

Bill, what would be your thoughts on the NTAP competition in light of This post by Down South (on the NTAP board)? Is it true EMC doesnot centralize data? ******************************** Network Appliance and Zack will use the open standards Internet Content Adaptation Protocol(iCAP) to integrate Zack's applications and services with Network Appliance(TM) caching devices. Zack's applications will be stored at the edge of the network, better enabling the delivery of personalized, real-time content and functionality to enterprise environments. Because traffic data is stored and updated on the NetCache(TM) C1100 solution, users can access customized content quickly and reliably. Very nice! Another link (or two) in the value chain. BTW, EMC has no such capability. It flies in the face of their strategy to centralize data so that it can be managed. In fact, it is conceivable that in such an implementation as described above, EMC could be at the center of an enterprise, distributing content to the edge where NTAP cache appliances sit. Of course, NTAP could be at the center also, or even distributed to different parts of the enterprise where data is processed then distributed to from filers to the edge-based caches.