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To: Beltropolis Boy who wrote (722)	3/4/1999 12:50:00 PM
From: stockman_scott	Respond to of 10934

Chris and thread: Some interesting comments from the EMC discussion : <<Funny you should mention NTAP, b/c DELL has a reseller agreement w/ them. Does DELL & IBM's deal make me nervous? A little, b/c both are EMC competitiors -- even though the deal doesn't involve storage per se. A few posts ago someone indicated b/c the storage biz will generate some $50 bln. in 2002 revs., & that competitors like DELL, IBM & SUNW will surely come in & take share from EMC & erode its margins. That sound logical, but I don't believe it's right. Just b/c would-be competitors want to take share -- doesn't mean they can. EMC has dominating this space for a few yrs. now -- & competitors have know about EMC, its growth & margins. Why haven't they stopped EMC? B/c EMC is focused on storage -- on storage technology, storage sales, storage software, storage networks. You get the idea. Yes, the competition might be more intense than before, but sometimes strong competition makes competitors stronger. Just look @ Cisco.>> ------------------------------------------------------------------------------------------------------- Anyone care to comment? I feel that DELL and NTAP will become a bigger competitor than EMC realizes. The DELL business model and NTAP technology are tough to beat. IBM is a new addition to the mix. They may ultimately be able to service the DELL enterprise clients -- including those that purchase new storage product offerings. It will be interesting to see how this plays out. Regards, Scott

To: Beltropolis Boy who wrote (722)	3/4/1999 9:15:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 10934

Here is a post that I just put out on the DELL thread. I would welcome any comments. IMHO, DELL's aggressive move into storage will benefit NTAP in a major way in the next few years...Regards, Scott ---------------------------------------------------------------------------------------------------------- Thread: Read this passage from the cover story of the latest issue of BusinessWeek... <<Although EMC Corp. is speeding along for now, the race is on for a piece of the fast-growing storage business. Spurred on by EMC's success, competitors from Sun Microsystems to Compaq to Dell are launching their own products in an effort to catch up. ''We're going after EMC,'' says Thomas Meredith, Dell Computer Corp.'s chief financial officer. Simply put, these companies are trying to do to EMC what it once did to former industry leader IBM: Eat its lunch. And as corporate clients move to a new generation of networked computers, EMC's rivals see an opportunity to provide the best combination of hardware, software, and services to meet those customers' storage needs. A new technology called fiber channel is making it possible to string together many data-crunching servers that operate over a wide geographic area with storage units from a mix of suppliers.>> I love the quote by Tom Meredith. Mark my words, DELL intends to become a MAJOR player in the storage market --- and sooner than most of the ANALysts realize !! The storage marketplace is full of tremendous growth and competition going forward. How would you like to compete against the DELL marketing machine??....