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

To: Seldom_Blue who wrote (37749)	1/10/2001 10:03:42 PM
From: kumar	Read Replies (2) \| Respond to of 54805

But unless and until they license it to other... AFAIK, Cisco does not license its s/w to anyone. cheers, kumar

To: Seldom_Blue who wrote (37749)	1/10/2001 10:46:48 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

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. Where does it say that a product based on IP must be sold to other product makers for the owner to be a Gorilla? If the owner owns IP that creates barriers to entry to others in the market and prevents them from reaching the price/performance ratio of the IP owner's products, and there is tornadic growth in that market dominated by the IP owner, then the owner is the Gorilla. The question of value chain needs to be examined, too, of course, and a case for the strength NTAP's value chain is pretty easy to make, but now for me to do now. BTW, there are no "NAS Standards". NAS is much too generic a concept to have standards. NAS came from UNX (SUNW) NFS, which is a standard; similarly CIFS is the equivalent standard in the Windows world. But these are just file command protocols that allow the NAS concept to work.