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

To: DownSouth who wrote (6803)	2/27/2001 12:19:38 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> I have no idea how this report was commissioned, however, the > methodology that was used to capture data seems credible and > unbiased (surveying customers of each company). Their analysis > of this data is quantitative. (There is little room for "hanging > chads".) The report doesn't say how it was commissioned but it just includes NTAP vrs. EMC in Oracle database environments. Probably NTAP had this report done as a result of the Oracle deal, to offer market information during the deal or to use for closing sales after the deal. I don't think this report is as important as Oracle's decision to standardize on NTAP systems for their ASP database business: 1. Oracle is ground-zero for database technology and chose NTAP as their database ASP storage provider. 2. Oracle uses EMC equipment and certainly has satisfied themselves that NTAP equipment is a better choice than EMC's Symmetrix, EMC's Celerra, EMC's IP-4700 or even EMC's Clariion storage offerings for this application. 3. Oracle is obviously concerned about price/performance but also service/availability since it is an ASP business and obviously believes in the support services and 24x7 capabilities of NTAP's offerings. Oracle recognizes that they are not only "betting the business" on NTAP, they are also "sending a signal" of what they've found between two vendors and who they favor for their database software. How much stronger a validation of technology does one require? I think this report provides more data and maybe an eye into what drove Oracle's decision by showing the experiences of other Oracle database customers, but I don't think it is more important than Oracle's choice of NTAP equipment. Of course, I may be totally confused! :)