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

To: kas1 who wrote (5571)	12/6/2000 6:14:14 AM
From: Allegoria	Read Replies (2) \| Respond to of 10934

Kas1 writes: …the Chameleon... and now that it's out, well, it's not all the formidable. How on earth did you draw this sweeping conclusion of the new EMC Chameleon product when it has been released less than 24 hours? As a long time EMC'er (and yes, holder of NTAP as well) I challenge your statement (even if it is some sort of pig English…) What facts do you have to back up your statement that the new EMC product is "not all the (??) formidable"? You go on to disparage EMC: "…people (metaphorically, companies) who buy the Chameleon will be the same kinds of people who stay with ATT for their long distance service." If it says EMC, it must be good, right? Yes Kas1, the very hallmark of EMC is quality. That is exactly what EMC is known for: quality & reliability. Have a look: emc.com emc.com Read more on the Wired Index: wired.com redherring.com Quality - including a quality investment: emc.com businessweek.com Do you know something the analysts don't (not that I necessarily believe analysts) or are you just conveying wishful thinking wrt your NTAP investment and declaring the EMC product DOA? What if EMC decides to "undercut Network Appliance on price to gain market share"…is the EMC product still not all that formidable or does it perhaps position EMC precisely as intended? Please sir, just the facts - no hype. Downsouth mentioned his interest in controlled lab testing, which IMO is the basis on which purchases of one product over another will largely be made. Do you have any performance lab tests to offer (or direct us to) ? Lots of luck, Eric Have another read: nwfusion.com But Enterprise Storage Group, another market watcher, estimates EMC will match Network Appliance in units shipped in 12 months thanks in large part to the ip4700 hitting the market. "EMC has a big winner with this box," says Robert Gray, an analyst with IDC. "Where EMC is playing, they are coming in at NetApps' high end. EMC has 10 people in the field for every one that Network Appliance has - that virtually guarantees success for [EMC]." The ip4700 performs the same as the NetApp F840, sources say. And there's every chance that EMC will undercut Network Appliance on price to gain market share. "EMC is not going to come in and lose business on price," Gray says. The NetApp F840 moves data at about 1G bit/sec and can perform more than 25,000 operations per second. It starts at $120,000. The F840c, which is a two-node cluster with one-half terabyte of disk space, costs $319,000.