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To: BirdDog who wrote (6647)	2/13/2001 12:45:08 PM
From: JakeStraw	Read Replies (1) \| Respond to of 10934

>>...if EMC fails to come up with a competitive NAS format BD, I thought EMC had a competitive NAS product??

To: BirdDog who wrote (6647)	2/13/2001 12:55:53 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> The big question: is EMC willing to eat their young? > > May I kindly disagree with you? The big question is: Will EMC ever be able > to make a NAS file server format anywhere near as good as WAFL. I'm sure > you know that many have tried and failed. Many are trying and failing right > now. Quite bluntly, if EMC fails to come up with a competitive NAS format, it > won't matter what they do. I don't think we are disagreeing: I'm saying NTAP's products compare favorably to the Symmetrix and Celerra/Symmetrix combination. I'm saying: is EMC willing to come up with a product that eats into that Symmetrix cash cow business and will compare more favorably with the "better, faster, cheaper" NTAP offering? The current IP-4700 isn't real competition. EMC not only has to change their engineering, they have to change their sales and support structure. They, in essence, have to "re-invent their company". This is the bull-NTAP argument: EMC requires a top-to-bottom reinvention to be able to compete with NTAP, on NTAP's level. Can that be done? The bear-NTAP argument: Are you crazy? EMC is a $8B or whatever company, the are spending $xB on R&D over the next x years. How can anyone compete? It doesn't matter how much R&D money is pumped into a company, if it is pumped into the wrong business model. The Oracle ASP and SAP deals are the first in a set of dominos for NTAP. The key is their execution and EMC's response.