Wow, I feel flattered that (a) HP is making time in their busy schedule to spread some FUD on EMC, and (b) that you chose a "superman" analogy to describe EMC's position in the marketplace.

I guess Lex Luthor is looking around for some kryptonite, eh?

Specifically:

Regarding sustainability/green, the comment is quite correct.  

Although we've done an enormous amount of work to improve the sustainability of EMC as a responsible organization, as well as a transformative agent for our customers, we need to do a better job of communicating what we've done.  It's one of the great untold stories I'm hoping we get to tell during 2009 -- the sooner the better.

Love the FUD around Dell and FSC respectively.  

Unfortunately, we don't brief external analysts on the gritty details of our business relationships with each of these companies, so it's understandable that they could come to erroneous conclusions.  If they had an insider perspective, they'd probably come to different conclusions.

As far as cloud storage latency, well, yeah, hard to argue with that one.  You are quite correct that cloud storage probably won't make sense for intensive I/O loads that need short response times.  Fortunately, we think the market is well-served with plenty of storage products that do just this.

I mean, does the world need yet another big NAS or SAN box?  Plenty of those in the marketplace already.

However, we believe that most of the information growth will be in large-scale internet content where millisec response won't be required -- different concerns come into play, and we've invested in providing a different answer for these emerging requirements.

Given our position in the industry, we're quite comfortable introducing entirely new concepts to the industry, and I think Atmos is one of those.  Of course, it's up to the marketplace to judge whether we're right or wrong.  So far, so good.

Now, back to work, HP storage guys.  

You're falling behind the pace!

-- Chuck

Perhaps you should listen a bit more closely to the lyrics of "You Don't Mess Around with Jim" - obviously you're not a fan (nor did you take the time to look up the lyrics).

The song isn't about the masked identities of Supoerman or The Lone Ranger. It's about Jim Walker, who is one mean dude:

   42nd street got big jim walker

   He's a pool-shootin' son of a gun

   Yeah, he big and dumb as a man can come

   But he stronger than a country hoss

   And when the bad folks all get together at night

   You know they all call big jim "boss",

And the song suggests that messin' with Jim would be pretty stupid, advising

   You don't tug on superman's cape

   You don't spit into the wind

   You don't pull the mask off that old lone ranger

   And you don't mess around with jim

Now, you've established the EMC is Superman and/or The Lone Ranger, and your whole spin what that the quoted analysts haven't heeded the song's advice.

Allow me to cast HP in the role of Jim Walker himself...

But beware of Willie McCoy:

   Well outta south alabama came a country boy

   He say i'm lookin' for a man named jim

   I am a pool-shootin' boy

   My name willie mccoy

   But down home they call me slim

   Yeah i'm lookin' for the king of 42nd street

Sounds like your pals at IBM comin' to take back what's theirs!!

   Jimmy come boppin' in off the street

   And when the cuttin' were done

   The only part that wasn't bloody

   Was the soles of the big man's feet

   Yeah he were cut in in bout a hundred places

   And he were shot in a couple more

See, It's important to understand the facts, rather than make them up as you go to fit your thinly veiled FUD campaign. You didn't here, and this one pretty much backfires on you.

Keep trying, though - you'll get the hang of this whole competitive blogging thing one day. You might want to start with some of the lesser super heroes as your target until you earn a few more skill points, though. ;*)

Thanks for the post Warren.

I (and I presume others) can't get the audio of the call without going through a signup/login process - a bit antithetical to Wikibon :-) so I'm providing a link here (23 mins):

wikibon.org/.../12-16-08_EMC_Peer_Incite_mashup.mp3

There's lots of good info in there so I'd encourage people to listen to the full story and check out the written piece above. Comments always appreciated. -dave from wikibon.org

Chuck,

with regards to your comment,

> Love the FUD around Dell and FSC respectively.

> Unfortunately, we don't brief external analysts on the gritty details

> of our business relationships with each of these companies, so it's

> understandable that they could come to erroneous conclusions.  If they

> had an insider perspective, they'd probably come to different

> conclusions.

Analyst duty is to analyze and not to repeat what vendor said on briefing anyhow  I would be happy to discuss this with you and gain some 'insider perspective'. After all, as an analyst I have to come up with an analysis based on the data available to me at that time: in this case, the changes in the market place that can be observed by everyone.

As a side note, I am not sure if any of this was discussed at the analyst meeting as, unfortunately, I was not invited.

Best regards,

 Josh