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

To: riposte who wrote (7190)	3/17/2001 2:39:43 PM
From: gingersreisse	Read Replies (1) \| Respond to of 10934

IBM-EMC, absolutely, as well as IBM-NTAP and the many expressions of SUNW, etc. I was making the point decisions are now made by the vendors / providers rather than the customers, which gives the vendors the "lock-in." Customers may be seeing the impact of integration in the B2B side as the players link into value chains, so if you want ARBA, you get its relatives. If you want CMRC, ditto, or SEBL, ditto. This becomes a huge problem if the industry standard requires you to participate in a specific format. IT managers will try to avoid that lock-in if they can. GSR