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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 9:30 AM EST

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To: ynot who wrote (1311)	8/18/1999 9:36:00 AM
From: DownSouth	Read Replies (3) of 10934

ynot, Novell does not make a network attached storage (NAS) product. Dell resells NTAP's NAS product. NAS products are well over 90% (I think) of NTAP's revenues, so what's to worry about? <g> Perhaps you are referring to the proxy serving (web caching) products. NOVL is making inroads there and there is reason to worry, but that is not NTAP's main business. Also, NOVL is selling a software solution. NTAP's NetCache product is offered as "software only (NT or Unix)" or as an "appliance" with NTAP's incredible ONTAP OS running the NetCache software. NTAP will beat NOVL everytime in price/performance. Proxy serving is an incredibly competitive market arena, as every Tom, Dick and Harry enter it with their software solution. NTAP stands alone with its appliance approach and is more likely than anyone to prevail technically. Their success will depend on marketing. It all RTBS (remains to be seen), imo. Thanks for the great question.

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