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To: Meathead who wrote (161096)	9/26/2000 9:02:51 PM
From: John Koligman	Respond to of 176387

At the very high end, IBM did blow it years ago. I think it was a combination of hubris and the fact that this was occurring when IBM was going thru internal turmoil in the late 80's/early 90's. Keep in mind IBM dropped close to 200,000 employees between 1985 and 1993. This was not handled in the most efficient manner, and many of the 3380/3390 DASD guys took buyouts. So, there was a loss of talent that could not be easily brought back. The internals of the IBM boxes were pretty complex, lots of recovery microcode in the high end boxes, so once EMC got their foot in the door it was not easy to stop the tide. I first noticed more and more customers running the high end Symmetrix product when working with IBM's large customers onsite in the early/mid 1990's. Firms like MCI out in Colorado Springs used their stuff and liked it. The rest is history. I do think that at the very high end it will take time for someone to make inroads. It is lots of software/microcode, and when critical data is at stake large firms move very slowly and carefully. Regards, John

To: Meathead who wrote (161096)	9/26/2000 9:08:33 PM
From: Boplicity	Read Replies (2) \| Respond to of 176387

How right you are. That's my worry for EMC, how did they let NTAP get as far as they have? It's obvious the growth area in computer hardware is storage, MSFT new software release today cements it. It's no wonder the assemblers want a piece of the action. DELL, until recently has been using NTAP as their NAS solutions, I saw that they have start the phasing out of that relationship last week. It remains to be seen if DELL has the knowledge to go it alone. I haven't followed DELL too closing of lately but do you feel DELL has the in-house expertise to pull off a home grown NAS product that will be able to compete with NTAP and EMC new NAS product just this week? Or will they have to license or provide the software from some other source much like they do with PC and servers? The more I learn about NTAP, the more I start to look at it as a software company. Greg