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To: Dr. Id who wrote (79224)	4/16/1999 6:10:00 PM
From: Jill	Respond to of 186894

A belated response to your post yesterday where you said: EMC and Dell? I've never heard about Dell seriously considered as competition for EMC. IMO, the potential storage gorillas will be EMC and NTAP. I think Dell may be in trouble in the future. If I were Niles, I might advise you to sell it! :-) From the conference call today, one point of dozens: The Storage market contains "as TREASURE TROVE of profits." It has been largely proprietary...TM mentioned EMC and feels DELL will be making a major evolutionary ramp-up in their sector...this won't happen in one quarter..."The DELL Model will bring a more rational order in the marketplace."...Some new DELL storage products are already leadership products in quality and acceptance...The NTAP alliance could be big -- there is more activity going on than can be discussed now. Finally, TM said.."We are going after the storage maket and its BIG."

To: Dr. Id who wrote (79224)	4/18/1999 12:29:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

JDB - EMC is #3 in multivendor storage. Do you know who #1 and #2 are? do you know where NTAP fits in that ranking? How important is SAN attachment vs. network attachment? How well is EMC positioned in the SAN market? How about NTAP? EMC will be lucky to retain the #3 spot over the next 2 years. NTAP will struggle in the lower end of the business unless they get a technology injection somewhere. Both companies lack key infrastructure components to stay with the market. But as long as EMC stock keeps going up and the hucksters can keep the uninformed buying, it almost doesn't matter. EMC defines their market niche so that their numbers look good - kind of like Sun saying they are #1 in Sparc sales. Or Apple saying they sell more MAC OS than anyone.