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

To: Winston Chen who wrote (4371)	9/12/2000 3:55:45 AM
From: Winston Chen	Read Replies (2) \| Respond to of 10934

One of the last epic battles which resulted in an undisputed Gorilla was the war between Cisco/Bay/3com. That battle is well documented and studied. Tomorrow, Dan W and Mr. V will lead the troops to bonsai charge against a very well-prepared opponent in EMC. I submit to the thread that Dan and Don picked the timing and the battlefield with EMC along with a host of vets from the last epic battle, namely Cisco Systems Against Bay Networks and 3Com Corp: Jeff Allen CFO--from SynOptics/Bay Networks Mark Jon Bluth VP--from Bay Networks Mark Santora VP--from Cisco Systems Carol Bartz, Board menmber--Cisco Systems Board Member Robert Wall, Board member--Cisco Systems Don Valentine COB-Cisco Systems Board Member and its former COB Larry Carter, Board member--Cisco Systems, CFO Dan W. CEO--who recommended Cisco Systems to Mr. V So, 8 of the 23 core management members were directly involved in the last great battle and it is comforting to know that this group of people know exactly what it will take to win, what it takes to be the gorilla as SAN and NAS converge. My money is on NTAP.