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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (37735)	1/10/2001 1:41:57 PM
From: techreports	Respond to of 54805

Uncle Frank, your probably right..i should read the reports first..

To: Uncle Frank who wrote (37735)	1/10/2001 2:53:03 PM
From: Allegoria	Read Replies (2) \| Respond to of 54805

If NTAP is a gorilla for NAS, that designation seems based primarily upon their Write Anywhere File Layout (WAFL), a patented methodology of the filer. The Direct Access File Support with Virtual Interface (DAFS/VI) might be available for release in late 2001. DownSouth has done a magnificent job on presenting the NTAP case: Thanks from all of us DS, including the NTAP thread! The reasoning for gorillahood: “The power of the gorilla is based on its control over a value chain.” “That control [over a value chain], in turn, has its roots in what the high-tech community calls architecture…an architecture is proprietary when it is under the control of a single vendor, in this case the gorilla. It is open if its interfaces are published and other vendors are encouraged to integrate their products with the gorilla product to create a whole product for a target customer.” “Finally, an architecture has high switching costs if, once the value chain has formed, the work to swap it out is so costly as to make unthinkable.” “The whole combo—a proprietary open architecture with high switching costs—is the formula for gorila power.” Using similar criteria, am I allowed to nominate EMC as a gorilla for SAN? Regards, Eric