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To: DlphcOracl who wrote (5358)	11/25/2000 11:10:36 PM
From: tripperd2	Respond to of 10934

DlphcOracl, I believe the answer to your query is in the last 1 or 2 weeks of this thread. DownSouth has done an admirable job (over and over) of explaining NTAPs advantages with its proprietary software. Here are some relevant posts: #1 Message 14839746 #2 Message 14839751 #3 Message 14839758 After reading those, and with a little understanding of discontinuous innovations you may be persuaded, as I am that NTAP has little at this time to be afraid of.BWDIK! I have recently increased my exposure, but I caution you that I am a long term investor and have no idea how NTAP will fare over the next 6 months or a year. Regards, Trip

To: DlphcOracl who wrote (5358)	11/26/2000 5:55:42 PM
From: Bill Fischofer	Respond to of 10934

Re: EMC and NTAP The reason EMC and NTAP are viewed as "rivals" is really very simple. It is very much in the interest of old-line processor-centric companies like IBM, HWP, and SUNW to pretend that the emerging storage-centric paradigm is a niche and that those companies operating in this space must necessarily be fighting each other over "share" in this niche. However, nothing could be further from the truth. Storage networks are growing at a phenomenal rate while it is the server-attached storage market which is in decline. If current trends continue, within five years the notion of storage being bundled with a server will seem antique and storageless servers will completely dominate the sales mix. By contrast, the external storage market will grow many, many fold over this period as storage demand continues the insatiable growth curve which in reality is has only just begun. So while it is true that EMC and NTAP are "rivals" in the sense that they operate in partially overlapping spaces within the external storage market, it is inaccurate to imply that one's success must come at the other's expense. All companies grow by growing into their markets, and within a hypergrowth market like storage there is ample room for robust growth by many players for many years to come. Both EMC and NTAP are fairly viewed as leaders in this new space and should continue to deliver superior investment returns for at least the next five years.