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To: Boplicity who wrote (5212)	11/20/2000 8:12:05 PM
From: pinhi	Read Replies (2) \| Respond to of 10934

Yes, I saw an interview with Michael Dell in which he said he intended to do to storage what he did to PCs. He sounded very confident. He said basically those that depended on high margins he would take away. This has always been my concern with NTAP, i.e. SUNW, CPQ, DELL etc. etc. etc. on & on. His comments made me stop and take pause. Esp. with the high pe we used to have. I will continue to own the leader for (NTAP) for the fundamental storage exponential growth story and other reasons that you discussed like the EXDS comments etc., and also because I missed DELL early on-that is my justification for owning NTAP. Sorry for the incoherent rambling and misspelled words, but I'm in a hurry and gotta go some place.-Later Pinhi

To: Boplicity who wrote (5212)	11/21/2000 11:49:24 PM
From: tinkershaw	Respond to of 10934

I know this is dead horse for some. DELL sure knows how to spit the boxes out the door, eventually they will develop or acquire the expertise to handle the large accounts complete needs, of course storage will be a big part of that. In fact over time, filers should ellipse servers in importance. you can guess the rest of the story, I haven't read all of the responses to this DELL question. But to put it into perspective what Sun does with the hardware in its servers is something that DELL could easily imitate as well. Unfortunatley, like with Sun, imitating the hardware, and maybe even getting it out the door at a cheaper cost does not make for market domination. It is the software. Dell hasn't imitated Solaris and it won't be able to imitate WAFL, ONTAP, et al. Dell is not really a competitive threat in my mind until such time as NTAP moves downstreat and starts selling to price points of $500-$2000 filers. Tinker