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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 9:30 AM EST

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To: MileHigh who wrote (1237)	8/2/1999 3:54:00 PM
From: Beltropolis Boy	Read Replies (1) of 10934

>When do the Dell rev's kick in ... ? MH. per usual, DS is correct. the last quarter ended on apr 30 and dell began shipping on may 3. hence, this next earnings report will be the first one to show revenues from the partnership. from jim jubak's column a few months back (and previously posted here). -chris. ----- Updates New Developments on Past Columns Adam Trunkey, the public relations manager at Network Appliance (NTAP), checked in with some additional information and a correction after I added the stock to Jubak's Picks in my May 4 column. On the information front, Trunkey noted that Dell Computer (DELL) announced on May 3 that it had started to ship PowerVault filers manufactured by Network Appliance. And in the way of a correction, he took exception to my description of the product as caching hardware or software. A filer is better defined, he e-mailed me, as "a server-independent storage appliance that connects directly to corporate networks rather than through traditional servers and mainframes. Its design allows it to serve/store data faster because that is all it does."

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