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

To: DownSouth who wrote (4841)	10/27/2000 5:10:53 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> I must disagree with your statement, though. EMC is not the overall storage Gorilla. They have far less than 25% of the overall storage market. The box > makers have far more than 50% of the overall market. EMC has no IPR that creates a barrier to entry into their product space. EMC is a closed > proprietary system. At best, EMC is the King of SAN. Think of it this way: EMC owns the largest % of the storage market for a single player. I'd also say they have "mindshare" among IT managers. None of this strictly follows Moore's criteria but it is important. I don't think all gorillas will follow his criteria strictly, arguments can always be made either way, I'm just formulating a "gorilla candidate list". So, even if you feel EMC isn't a gorilla, do you feel it is at least a candidate? I think NTAP and VRTS also fall into this category. VRTS one big plus in the future is that as they get their software onto different vendors platforms, they have the ability to offer services that cross all vendor's platforms (potentially even proprietary services that could be consider "open proprietary features" since they would be supported across multiple vendors platforms). > If you are suggesting a storage basket, you need to consider CPQ, Dell, and SUNW as members. Not really a basket, I only want potential gorilla candidates, not a segment play. > As for me, I am sticking with NTAP and considering adding some EMC. VRTS is a good idea, too, but I don't buy their sales/marketing model. > (Indirect sales). Again, just thinking about EMC, NTAP and VRTS as gorilla candidates.