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

To: pirate_200 who wrote (12117)	2/11/2001 8:09:25 PM
From: Gus	Respond to of 17183

Again, you're parroting NTAP propaganda. You should also do something about your annoying tendency to accuse people of doing the very same thing that you are guilty of doing. Kinda' like accusing me of misrepresenting the facts while you actually lie about what the EMC spokesman said. LOL> SAN and NAS have always been complementary technologies on this board. Symmetrix/Celerra is a SAN/NAS hybrid that went from $7M in sales in 1Q1998 to $210M in sales in 4Q2000. The SAN vs NAS debates on this board were often instigated by NTAP fans who were guilty of confusing a rising stock price with many things including the fact that NTAP did not invest in SAN so it doesn't have a viable product in a space which is growing much faster than NAS. Even today, you can still find NTAP fans making emotional arguments about SAN vs NAS with some even touting DAFS/VI as a SAN-killer. What can I say? They think storage systems sell like graphic chips. ....Isn't Oracle a big EMC customer and don't you think EMC bid hard on that project but lost anyway? That's a great win for NTAP, but so what? EMC has over 200 xSPs as part of its xSPerienced program which include some of the biggest in the world. Cisco, EMC and Oracle have expanded their EcoStructure initiative. Do you want me to go down the list of Global 2000 companies where NTAP is not even considered because of its poor reputation for reliability? In case you suffer from a typical zealot's malady of selective amnesia, this is the InformationWeek survey which shows NTAP's poor reputation for reliability even among its own customers. I've added the IDC market share rankings for context: Product Reliability SAN/NAS SAN/NAS 1999 2000 1. EMC 20.3% 30.5% 2. Compaq 13.2% 12.1% 3. IBM 2.6% 6.7% 3. HWP 4.9% 6.3% 5. Sun 18.5% 9.8% 6. Dell N.A. N.A. 7. Seagate N.A. N.A. 8. NTAP 14.5% 13.7% 9. STK N.A. N.A. informationweek.com So what is it again? If you add a single-point-of-failure F840 with another single-point-of-failure F840, you get 100% redundancy and high availability? LOL.