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

To: Allegoria who wrote (10797)	8/1/2000 5:41:35 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Eric: Yes, that is much clearer. So, as you indicate, NTAP builds a "bare bones system" with limited memory relying on Software to handle the speed whereas EMC builds a "Robust system" with lots of memory and software to handle the speed!! (gg) Eric, I am just pulling your leg, dont get angry now. Bye the way, it isnt EMC you gotta worry about, its CPQ who BOLDLY, I thought, said they are going to drive NTAP out of their market position or similar words. JDN

To: Allegoria who wrote (10797)	8/1/2000 11:28:24 AM
From: Gus	Respond to of 17183

This is amusing, if somewhat tiresome. EMC and other companies rarely want to compare apple-to-apple with NTAP because they know the results will not be flattering. NTAP really does have the best technology - the best use of software on a given hardware platform. NTAP's filers were designed to do only one thing very well while EMC's storage solutions are designed to do a wide array of tasks very well often in mission-critical environments. I've posted this before but here is a list of common applications and the kind of standards applied to EMC's storage systems. Note the relatively lower standard on file servers that makes possible different cost-benefit propositions for less critical apps. SAN QoC encompasses three metrics that characterize how well a SAN will service enterprise applications. These metrics are: - availability of connection - performance degradation - bandwidth scalability Availability of connection alone is inadequate, as it describes only the presence or absence of a service. Quality of Connection is a complete characterization that describes how a service will operate under both normal and adverse failure conditions, and how effectively it will scale bandwidth with connectivity. mcdata.com Going by applications.... Table 6 – Recommended SAN QoC Class for Common Applications eCommerce 4 or 5 eBusiness 4 or 5 Enterprise Resource Planning 4 or 5 Data Warehouse 4 or 5 Decision Support 4 or 5 Financial 4 or 5 Transaction Processing 4 or 5 Customer Service 4 or 5 Web Serving 3 or 4 eMail 3 or 4 Imaging 3 or 4 Technical 2 or 3 Application Development 2 or 3 File Serving 1 or 2 Message 14035748 Sales(2Q00) Q2Q Y/Y ESN (hi-end SAN) $400m 60% 750% Clariion (mid-range SAN) 141m 44% 31% * Celerra (hi-end NAS) 100m 11% 660% Mcdata (FC switch) 57m 20% 269% ** EMC Software 350m 30% 97% EMC Services/Rentals 132m 15% 61% * Data General acquistion closed late 1999. ** Mcdata's 2Q2000 sales (full)