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

To: Bill Fischofer who wrote (11254)	9/26/2000 12:47:43 PM
From: Apollo	Read Replies (2) \| Respond to of 17183

Small wonder that NTAP is "moving up" to larger more sophisticated storage offerings. Attacks come from below. That's right, attacks come from below, and are very difficult to repel when they stem from a disruptive technology used by a competitor. (NTAP, WAFL software?) According to the Innovator's Dilemma, the larger company under attack usually moves upstream as the smaller company attacking from below captures a larger market share. They do this because the larger company characteristically is unable to counter a disruptive technology due to its own culture and inherent barriers that stem from its own success. DownSouth contends NTAP's software is "disruptive"; if true,how will EMC contend with it, and must it inevitably, as Clayton Christensen described, give up the NAS market to NTAP? Apollo