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

To: Tony Viola who wrote (11244)	9/25/2000 6:55:24 PM
From: Gus	Respond to of 17183

Network Appliance CEO (Daniel Warmenhoven) stated EMC has fallen behind the curve...much too dependent on RAID... If Daniel Warmenhoven's way of knocking EMC is saying they are much too dependent on RAID, he isn't very bright. Everyone uses RAID, even NTAP. RAID is to any kind of storage like pipelining and caches are to CPUs. That's the funniest thing I've heard all day. NTAP uses RAID 4. Wasn't Convergenet supposed to have an NTAP type device when Dell bought them? The Convergenet acquistion was supposed give DELL the storage management software that would allow them to cobble together different disk arrays from different vendors. It's generally acknowledged to be dead on arrival. If I'm not mistaken, DELL is only reselling Quantum's SnapServer and Clariion disk arrays now after it allowed its deal with NTAP to lapse. I think DELL makes a big mistake by continuously reacting to the way Compaq is very publicly defining the low-end and most of the mid-range external storage market as a game of units, one that lends itself to volume strategies. The reason is that Compaq is approaching the upper mid-range and high-end external storage market quite differently and much more subtly as evidenced by their blood compact with IBM. It's just too bad for Compaq that much of the high-performance systems design and microcode talent at Digital started leaking out to EMC well before it decided to buy DEC. By the way, here's an interesting article on CPQ: .....Content will be king in the next stage of the Internet's evolution, and that means successful computer companies will have to do more than just sell PCs or servers. On the back end, companies will need to beef up storage as their permanent repository of static and dynamic information, add caching servers to quickly deliver frequently accessed content and sell smarter devices that can harness the full range of information...... news.cnet.com