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To: Bob Frasca who wrote (925)	7/9/2001 11:37:10 AM
From: gingersreisse	Respond to of 1583

An alliance of HDS and a server maker or storage provider could tip the balance of power. Could you elaborate on this statement? I don't understand it. HDS IS a storage provider. I think we'll see increasing alliances of players (box makers buy storage providers). Whether HDS decides to remain an independent competitor, merge with another storage provider like NTAP or join with CPQ, IBM, DELL, or SUNW, to produce customized solutions etc will be interesting to watch. GSR

To: Bob Frasca who wrote (925)	7/11/2001 8:27:18 AM
From: gingersreisse	Read Replies (1) \| Respond to of 1583

From Wednesday's Wall Street Journal Sun Microsystems Inc., angling to shore up its arsenal of storage products to battle industry leader EMC Corp., is in advanced talks to resell high-end information-storing computers made by Hitachi Data Systems Inc., according to people close to the matter. For Sun, the move would be a concession of sorts that its year-and-a-half-old effort to sell its own "big box" storage systems to compete with EMC's dominant Symmetrix line of devices has fallen short of expectations. Sun, which is the leading maker of so-called server computers, has been seeking to expand its portfolio in the faster-growing data-storage market... The article goes on to speculate HDS's aggressive price cutting may force other alliances among box makers and storage providers. GSR