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Technology Stocks : Network Appliance
NTAP 106.47-0.6%Jan 2 9:30 AM EST

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To: William F. Wager, Jr. who wrote (4465)9/20/2000 12:32:02 PM
From: William F. Wager, Jr.   of 10934
 
I pulled this quote from the 11/99 Gilder letter FWIW...

"The new paradigm has been born in which storage is autonomous. Storage is expected to account for over 75% of all expenditures on computer hardware during this period. Storage demand from Forbes 500 companies is doubling every year."

"The simultaneous explosion of bandwidth and storage dictate a similar massive growth in web caching."

The crucial NAS (Network Attached Storage) company today is Network Appliance (NTAP)"

--Bill
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