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Technology Stocks : Network Appliance

NTAP 111.56

+1.2%

Nov 28 12:59 PM EST

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To: pinhi who wrote (5214)	11/20/2000 10:26:44 PM
From: DownSouth	Read Replies (1) of 10934

Pinhi, the storage game is a very different game than PCs. Dell was able to build efficiencies into the sale/make/delivery of a very standardized product using commodity components, including software. NTAP's technology is not a commodity. The hardware components of an NTAP box are the same commodities as a PC, but its is the NTAP software that gives it the price/performance/reliability/scalability/features... Dell will do well selling RAID systems using NAS architecture running on flavors of Windows and UNIX. They will be able to cut the make/deliver costs to the bone, but the customer will still be paying more for a box that does not perform like an NTAP solution. There are no efficiencies that Dell can provide in the make/deliver process that NTAP can't duplicate. So where is his advantage?

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