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To: DownSouth who wrote (30256)	8/21/2000 9:44:01 PM
From: rushnomore	Respond to of 54805

re NTAP Sorry for the bloat, but perhaps some of you were asleep last time I pointed these things out. They deserve reiteration... Indeed they do, DS. Thanks for keeping us informed and reminded. Your grasp of these technical issues is impressive.

To: DownSouth who wrote (30256)	8/22/2000 2:26:29 AM
From: Dibbs	Read Replies (1) \| Respond to of 54805

<<very good technical explanation>> One further point that particularly struck me was how this appears to be a good example of a disruptive technology as set out in Christensen's The Innovator's Dilemma. We have one high end company (EMC) and one low end (NTAP) moving towards each other in the middle market. According to Christensen it is very difficult for a company to defend (or attack) downwards.