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Technology Stocks : Network Appliance

NTAP 116.97

-0.7%

Nov 3 3:59 PM EST

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To: HDC who wrote (1559)	11/5/1999 6:23:00 PM
From: Mehitabel	of 10934

HDC-- thanks for the Paine-Weber report on NTAP. It fits right in with several other reports indicating that demand for NTAP products has been accelerating. The summaries below are some of the highlights from notes I have taken on recent reports: 1. IDC 6/1/99 "opportunity for NAS poised to explode". Revenues will "skyrocket" to 5.1B by 2003, growth of almost 54% a year (for industry) Market development will accelerate in late 1999 as 1st tier suppliers enter the NAS market. NTAP dominates this markt with 40% share; very successful with SP market, esp AOL. 2. Prudential sees multiple expanding from PEG 1.45 to 1.75 in line with other storage companies. Now that it has broken out of its trading range, PRU believes valuation will continue to expand. NTAP is benefiting from increased market awareness and acceptance of NAS SANs and NAS will be complementary, not competing 3. Network Computing 7/16: NTAP F760 sets the bar for NAS servers: scalable, ease of set up and management. "blazingly fast"-- 5 times faster than any other server tested 4. NTAP is #1 in the caching server market with 28% shares in 1998. Demand here is soaring, and NTAP in excellent position to capture a major share. (altho right now, price competition is holding caching revenues down. Have to see how NTAP does on revenues and market share here) 5. Merrill Lynch: NTAP growth is accelerating expects more widespread adoption of NAS, with shorter sales cycles and improved sales productivity Believes NAS is "crossing the chasm" to mainstream adoption Salespeople are becoming more productive faster, and more experienced people are being attracted. "What was thought to be a spike in sales due to pentup demand...could be the norm" NTAP is my biggest position regards

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