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

To: 100cfm who wrote (5729)	1/4/2001 10:22:15 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

budget cuts mean CTOs must now take a look at alternate systems where as when money was no object they would just go out and buy a EMC SANs system for top dollar. If they are now forced to look at NAS due to money constraints they have to entertain NTAP and if what you say is true about the performance Delta between the two, then NTAP's numbers should be going up and not down as the market is expecting. Good points, but the opportunity is much bigger than where EMC is present. The opportunity is everywhere that there are NT servers (especially Exchange servers) and SUNW boxes. Rather than buy more SUNs and NTs, they will look at NTAP to consolidate their app servers and storage subsystems. EMC won't even be considered for these environments. It's not their marketplace, and they don't have the software to support Exchange server consolidation. A Unix shop is much more comfortable with the NAS concept than with the EMC channel attached concept. NAS came from the Unix NFS world. They know what it is.