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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: D. K. G. who wrote (6672)	2/14/2001 10:21:23 AM
From: DownSouth	Read Replies (1) \| Respond to of 10934

EMC, CacheFlow partner to ace NetApp Looks like NTAP has hit a nerve. Folks, CacheFlow runs on general purpose operating systems. EMC may be able to wire together some sort of content management/distribution system, but they face the following: 1. CacheFlow product compete with NTAP's WebCache products 2. NTAP's WebManage software, which is the content managment layer, is not functionally replicated in CacheFlow products, I do not believe. If so, then EMC still has to develop this layer of functionality. 3. The NTAP ONTAP OS platform still provides a level of reliabilty, price/performance, and total cost of ownership that EMC cannot address. I see this EMC move as a validation of NTAP's content management/dist strategy, but not an effective answer to it.