How little EMC beat big Blue
"EMC wasn’t targeting some small niche of over-served customers, as in the classic disruptive technology case. EMC was targeting, and winning, IBM’s largest and most important customers. EMC’s marketing messages (in the early years focused on performance), explicitly called out IBM as the competitor, and baldly claimed EMC superiority. EMC was not nibbling on crumbs from IBM’s table, but loudly crashing the party, grabbing the caviar, chugging the champaign..."
Source:
Robin Harris
StorageMojo
March 2005
(Full Text)