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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (21242)	10/10/2001 12:00:42 AM
From: BirdDog	Respond to of 52237

Have they lowered EMC estimates... Don't count on much from EMC. They are getting hit hard on all sides by competition. Also, they have been talking about linking SAN islands together. Meanwhile, NTAP has a complete end to end total storage solution that will link any storage system together to give the company one big manageable system. And yes, besides companies like Hitachi beating EMC up, NTAP is eating their lunch. This is the first time NTAP has competed head to head with EMC on all their storage offerings. EMC is not going to come out of this well... BirdDog