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

To: Allegoria who wrote (37741)	1/10/2001 3:03:53 PM
From: Apollo	Read Replies (4) \| Respond to of 54805

am I allowed to nominate EMC as a gorilla for SAN? Certainly. It's just that no one on this thread has been able to describe EMC's proprietary architecture. It seems to the casual onlooker to be one of first mover advantage to SAN, outexecution, spectacular customer service, and high R&D. These qualities fit more with Royalty, which is why this thread has tradtionally thought of EMC as a King. Can you describe and a make a case for proprietary architecture held by EMC? Apollo

To: Allegoria who wrote (37741)	1/10/2001 9:53:06 PM
From: Seldom_Blue	Read Replies (3) \| Respond to of 54805

"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.” This is precisely why I think both NTAP and EMC are playing the royalty game. There is nothing they control that prohibits others from playing the exact same game. Other storage makers are free to make SAN or NAS type systems without EMC or NTAP's blessing. The difference is that these two companies are doing it far better than their competitors. NTAP's sauce, (WAFL), is a distinguishing product that has served them well. But unless and until they license it to other storage makers and make it the NAS standard, I do not see it as the "control" they have to crown them the gorilla. On another note, can a company that sells a complete product directly to end users (be your storage for corporate customers, handheld for mass market, etc) be gorilla? From what I have read, this is not possible. There is no value chain for the gorilla to control. Just my opinion. Seldom Blue