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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST

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To: DownSouth who wrote (1286)8/16/1999 12:40:00 PM
From: HDC  Read Replies (1) of 10934
 
DS, Hello again! I hope to see you here at the NTAP earnings virtual celebration tomorrow afternoon! That is, of course, if we have something to celebrate!<GGG>

Lehman's recent research report on EMC's purchase of Data General states the following:

"This transaction allows EMC to expedite its entry into midrange storage.
DG's CLARiiON and NUMA architecture are attractive additions to EMC's arsenal.
In addition, CLARiiON will help the company develop a larger presence in
network attached storage.
Also, EMC estimates that this deal will expand the
company's addressable market by 40%, to $50B."

On the clariion website, most to the info focuses on SANs rather than network attached storage.

You have mentioned in a previous post some comments about Data General. Could you elaborate on Data General, the clariion offering and NTAP's status against it(them).

Thanks,

Duncan
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