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Technology Stocks : Network Appliance

NTAP 117.48

-0.3%

9:30 AM EST

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To: DownSouth who wrote (1805)	12/9/1999 9:41:00 PM
From: pirate_200	Read Replies (2) of 10934

Thoughts on what happens next? I'm wondering what we should expect to see next from NetApp. Here are some thoughts, wondering if anyone else has some thoughts or perspectives: 1. Dan W. said I think 2 CC's ago that NetApp was going to have a new low-end Netcache entry towards the end of the year, when is that coming? 2. The hardware is probably due for another roll soon, maybe early 2000? 3. There's suppose to be a tripling? of storage capacity, coming soon? 4. Brocade/FC switch partnership: NetApp and Brocade are doing some sort of SAN/NAS thing - should we be seeing that soon? 5. DELL/Fujitsu: when does the big revenue wave from these guys kick in? Previous CCs said don't expect too much (~$20M) this fiscal year but when will this take off - and when it does - what revenue run rate can we expect to see from these two? Will this be the tornado fuel? 6. New products: one of the analyst notes alluded to some new products or software enhancements to current products, when? 7. New products/existing partners: do we expect more "streaming media" support a la Microsoft deal? That's my short list. Looks like a lot of stuff will be coming soon, the elves are going to be busy this Christmas!

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