Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (12111)	2/11/2001 1:29:17 PM
From: pirate_200	Read Replies (1) \| Respond to of 17183

> Like most NTAP fans, you have a very narrow view of the opportunity for storage. > As a core function, file-serving represents less than 20% of the universe > of functions that can be peformed by the storage system. Gus, it's 2001, don't be a "block-head". NTAP is selling "filers" that are use in database functions that were, previously, only used by direct attached storage. Did you hear the part in the conference call about Oracle standardizing on NTAP's filers for their database ASP business? Isn't Oracle a big EMC customer and don't you think EMC bid hard on that project but lost anyway? NTAP has supported database among other traditional "block" applications for a long time. They are slowly getting people to realize that it isn't "block" vrs. "file", it's that they can do faster, cheaper and better. As to 20% of the universe of functions: NTAP says the UNIX/NT storage market is a $25B market - that is the market they are going after, block, file, text, video or audio, they want to store it all.