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To: DownSouth who wrote (3896)	8/7/2000 1:59:05 PM
From: terraplane	Read Replies (1) \| Respond to of 10934

"Do you think NTAP's products would be able to match with EMC's products in terms of shear speed" *My neighbor's kid can mow all the lawns in the neighborhood in less than half a day. Once, he was even given an award for doing this. Talk about shear speed.*

To: DownSouth who wrote (3896)	8/7/2000 2:08:52 PM
From: Joseph Ziebarth	Read Replies (2) \| Respond to of 10934

EMC will continue to provide services that change storage on the fly that any company working in real time realizes that the duplication time shown in the benchmarks are invaluable. NTAP will be a seller for companies not using real time applications. Companies that put their catalogs on the web-site will do well to buy into the full provisions of EMC if they do enough business. Companies with 20 million or so contacts on a daily or even weekly basis that can't "get back to you soon" will go EMC. So the NTAP/ EMC argument isn't storage but services. IMOHO thank you.

To: DownSouth who wrote (3896)	8/7/2000 9:27:35 PM
From: stockgator	Read Replies (1) \| Respond to of 10934

"This overlapping will occur very shortly (within 12 months) as EMC enhances its mid-tier NAS offering and NTAP announces new clustered systems." I am very excited to see two kings fighting for the market share within 12 months. I guess there will be only one winner then (could it be two). Now what would happen to the one lost? Downgrade to prince or serf? From the investment stand point, would it better to have both in the portfolio to lower the risks? Thanks a lot for your help sg