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

To: DownSouth who wrote (4930)	11/13/2000 10:43:22 AM
From: pinhi	Respond to of 10934

Thanks, DownSouth. eom Pinhi

To: DownSouth who wrote (4930)	11/13/2000 12:01:46 PM
From: riposte	Respond to of 10934

EMC readies midrange NAS 'Chameleon' By Sonia R. Lelii, eWEEK November 12, 2000 9:00 PM PT URL: zdnet.com EMC Corp. is muscling its way into the midrange network- attached storage arena, grabbing up a popular NAS software maker and using that technology to develop products that target the customers of NAS leader Network Appliance Inc. Sources close to EMC, of Hopkinton, Mass., said the storage giant is planning to release later this year a fault-tolerant NAS product, code-named Chameleon, that is based on the company's Clariion midrange storage system. Chameleon, designed to augment EMC's high-end NAS products, will incorporate CrosStor Software Inc.'s popular namesake NAS operating system, which EMC acquired earlier this month when it purchased the South Plainfield, N.J., company for $300 million. EMC officials declined to comment on the planned Chameleon product or the connection between the CrosStor acquisition and the new NAS product. "We can't confirm or deny if [the CrosStor purchase] is related to that launch," said Paul Ross, EMC's manager of Enterprise Storage Networking product marketing. Analysts praised EMC's decision to acquire CrosStor, which produces one of the few robust NAS operating systems available through OEM agreements. "EMC just wiped out 90 percent of the competition in this space because a lot of companies used CrosStor, except for Compaq [Computer Corp.] and Dell [Computer Corp.], who use [a Windows] NT-based NAS," said Steve Duplessie, an analyst at Storage Enterprise Group, in Milford, Mass. "It was an excellent defensive and offensive maneuver." Others said the move doesn't bode well for some of CrosStor's OEM customers, such as Hewlett-Packard Co., Connex Inc. and MTI Technology Corp., which have storage products of their own that compete with EMC offerings. [SNIP] "You are really going to think twice about that relationship because EMC tends to go directly to its customer base," said John Webster, an analyst at Illuminata Inc., in Nashua, N.H. "There is no question they have been after [Network Appliance] for quite some time." Officials at HP, of Palo Alto, Calif., said they are unsure where their relationship stands with CrosStor now that it belongs to EMC. Meanwhile, Network Appliance customers such as Web-based accounting tools vendor NetLedger Inc., of San Mateo, Calif., were unfazed by EMC's CrosStor purchase. NetLedger forged tight relationships with the company, largely because of its clustering technology and price. "I think EMC is a formidable competitor. It's just that we found they are more expensive. And we are not talking about 15 percent more—I mean 50 to 60 percent more," said Andrew Daniels, NetLedger's chief operations architect. "You get some great functionality with EMC, if you have the capital to burn." [REMAINING TEXT DELETED]