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

To: JDN who wrote (11262)	9/26/2000 4:08:11 PM
From: Apollo	Read Replies (2) \| Respond to of 17183

Bill: Appreciate and concur with your remarks on ID, and on separation of storage from the computer. JDN: Dear Apollo: By embracing it (a disruptive technology: referring to NTAPs WAFL software) of course. JDN How do you embrace a proprietary architecture owned by another company? Are you saying EMC will buy out NTAP, or are you saying NTAP will license its technology to EMC, or are you saying EMC will come up with its own proprietary architecture? Hope it's the latter, but the Innovator's Dilemma makes the case that large, well financed companies repeatedly fail to duplicate or improve upon disruptive technologies, by which they are under attack from below. For those that haven't read the book, The Innovator's Dilemma is very much worth it. Apollo