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To: Boplicity who wrote (7710)	4/11/2001 7:19:42 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 10934

>> I would stay away from the end product manufactures because of the continuing march to make storage a commodity... OK, so what's left that's safe to invest in? And don't you dare say gold <gg>. uf

To: Boplicity who wrote (7710)	4/12/2001 5:31:05 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

In thinking longer term, I would stay away from the end product manufactures because of the continuing march to make storage a commodity where the most efficient manufacturer wins, and go with the suppliers that provide something unique. Sure the software argument is valid, but the as time goes by, secondary players continue to move into the space to provide the PC vendors with the needed tools to compete. Time will work against the foot in the door argument too. I am having a difficult time drawing a conclusion from your statements. NTAP still provides a unique solution with innovations that make their products more effective than their competitors. PC vendors continue to package non-unique storage solutions that fit well in small scale implementations, but fail in enterprise scenarios. Efficiency of manufacturing only applies in the commodity market. The low-end solutions and the solutions based on non-unique (repackaged commodity software/hardware) may fit into the commodity definition. What NTAP and EMC provide are not commodities and low cost manufacturing is the least important factor in their long term success.