Silicon Investor (SI) -- The First Internet Community

To: Steve Warkentin who wrote (41100)	3/29/2001 10:03:23 AM
From: areokat	Read Replies (2) \| Respond to of 54800

>>the gorilla EMC may well be on the 3rd wave.<< Steve. I think most of us here see EMC as a King, not a Gorilla. As such, it is more vulnerable to a disruptive technology.A company marketing a disruptive innovation would have to find it's own market initially and only at a later date attack the market of the King from below. There is also some who think that NTAP is a gorilla which, will at some future date,attack EMC from below. So the question about BlueArc is still; is this a disruptive innovation? I don't know. Hoping someone else does.<g> Kat