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

To: Sully- who wrote (9527)	11/13/2001 8:35:14 PM
From: SecularBull	Respond to of 10934

IDC doesn't seem to agree. IDC expects EMC to overtake Network Appliance Inc. (Nasdaq:NTAP - news) in that market this year with $777.2 million in revenue, or 42 percent of the network attached storage market. Network Appliance, which controlled 45 percent of that market last year, is expected to drop to a 32.5 percent share, according to IDC. Adam Trunkey, a spokesman for Network Appliance, said the company will rebound next year as price becomes more of an issue. ``We're about one-quarter of the cost of EMC,'' he said. ~SB~

To: Sully- who wrote (9527)	11/14/2001 12:12:18 AM
From: techreports	Read Replies (1) \| Respond to of 10934

Tue Nov 13 NTAP [audio] NTAP Pres.: We're growing faster, more profitably than anyone else [10.3 min] - ON24 biz.yahoo.com pretty good interview...he pretty much said the same thing i did. There are not really that many companies that develop storage systems. HP and SUN do an OEM strategy. I think Compaq does as well (need to check this). Dell uses EMC for low and mid end storage (or in other words NAS storage). EMC is losing share..i'm interested in why this is happening. I don't know if i buy the competition theory..EMC has had the same two competitors for months now.. Is the OEM strategy hurting EMC? Even though HP & Sun don't make their own storage, EMC still has to compete against Sun and HP's sales people. Although if you wanted stroage why buy from HP? Just go to Hitachi.. EMC claims they will take share in the NAS market, but any share EMC gets in NAS means less sales for their SAN products. EMC needs to stop talking and start producing.