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


To: Gus who wrote (12120)2/11/2001 11:58:25 PM
From: pirate_200  Read Replies (1) | Respond to of 17183
 
> Like a NTAP zealot

...but I'm not, I'm just trying to guide you to be factual in your
rantings. Well, at least you admitted the Oracle deal was a good one,
that must have hurt.

Now, I see what the rest of your argument entails for EMC domination
of NAS:

1. Give away hardware, try to recoup with software
2. Seed IP4700 to Symmetrix installed base

That's cool, it's a limited market, but the installed base is a good
place to start. You have avoided answering these questions:

1. Why doesn't EMC benchmark with RAID "ON" for the Symmetrix, or Celerra
or the IP-4700? Network Appliance, Sun Microsystems, HP, IBM and even
Auspex benchmark with RAID "ON", what's the problem?

2. Why doesn't EMC management want to go head-to-head against NTAP?
If I were EMC and really had superior products, I'd want to do this.

These things bother me the most about EMC and why I give NTAP
a bigger proportion of my storage investment than EMC. EMC had the
perfect opportunity at the IP4700 introduction to choose a configuration
that was exactly the same as NTAP's: RAM, disks, controllers etc. and
show their superiority.... they didn't.