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To: Stoctrash who wrote (6768)	2/23/2001 4:55:47 PM
From: pirate_200	Respond to of 10934

> ..i smell integrated, robust, and CHEAP storage solutions. > > This is the PC biz all over again, IMO. It depends on what market you are going after. Low-end, small office and home use will be cheap. Datacenter will require robust software and the manufacturers that have a large investment in proprietary software (that is hard to duplicate) will thrive. That's NTAP and EMC. DELL doesn't do much meaningful software. Compaq doesn't... HP doesn't... Sun Micro leverages Solaris on storage platforms but does nothing targetted IBM has been trying to fight EMC for years and has failed. What's the basis for your argument? Or better, IS THERE a basis for your argument?

To: Stoctrash who wrote (6768)	2/23/2001 5:29:44 PM
From: DownSouth	Read Replies (3) \| Respond to of 10934

Fred, this is not the PC business. This is data center business. This is a proprietary OS that has the guts to serve streaming video from multi-TB server farms, moving the files to the same proprietary-OS-based caching devices at the edge of the network. DW's comments about a "new architecture...based on DAFS" are the real guts of this deal. We will see the result soon enough for our portfolios. This is a very significant alliance that does more than add INTC to the list of committed giants, such as ORCL. Do you think it might have an effect on all of the data center storage competitors such as SUNW and EMC? I think so.