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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: pirate_200 who wrote (13587)	12/3/2001 2:32:19 PM
From: Gus	Respond to of 17183

In the simplistic way in which your mind works, you see the world of storage strictly in terms of *mutually exclusive* BLUE marbles (SAN) and RED marbles (NAS). Those are your terms and that is your problem. That's why your mind is rejecting the idea that a BLUE and RED marble (SAN/NAS hybrid) can even exist. As much as I enjoy watching you allow your mind to play tricks on yourself, I must point out that because your mind is rejecting the idea that a BLUE and RED marble can even exist, you are clinging to legacy SAN and NAS categories without the apparent ability to use the new NIS category to triangulate the context to those numbers. That's why, in a breaking news development, you now want EMC to count BLUE and RED marbles either as BLUE marbles ONLY ignoring the fact that it is also partly RED or as RED marbles ONLY ignoring the fact that it is also partly BLUE. That's exactly the measurement problem that the NIS category was designed to address, but you're either too dumb or too lazy to figure that out. The fact still remains that when you count all your marbles, EMC continues to lead in SAN with 38%, in NAS with 42% and in NIS with 39%. NTAP continues to fall behind with 0% in SAN, 32% in NAS and 7% in NIS. Hey, feel free to use whatever market share numbers will make you feel better. LOL. The issue you keep on refusing to address is that NTAP's overall NIS market share will collapse from 13%-14% to 7% this year because it didn't invest in SANs. Because they didn't invest in SANs, they are also falling behind in the competition to develop SAN/NAS hybrid products, which are becoming more popular. The reason that NTAP didn't invest in SANs is that they started to believe their own rhetoric that NAS is disruptive to SAN. That's why they still have loyal shareholders like you who are unable to think for themselves and who still see the wonderful world of storage strictly in terms of mutually exclusive BLUE marbles and RED marbles. That's sad. A bit scary too.