NTAP.........STORAGE.....
Sue, if you want to know why NTAP is terrific, might I suggest that you start with the more fundamental question, which is 'Why is storage important'?
As we all already know, the internet users are doubling every 3 months; the number of web sites is outstripping the ability of search engines to find them. Apparently, every click on a hyperlink, and every web page "hit" is "stored". Huge corporations, and little enterprise guys alike, have immense storage needs as E-commerce accelerates. Like I mentioned earlier today, E-commerce is estimated to be a $1.3 trillion market by 2003, with 9/10 of that to be B2B and the rest B2C (business to consumer, eg Amazon, etoys, etc).
Therefore, the storage industry is one of the fundamental underpinnings of internet enabling infrastructure. As goes internet growth, so goes the Storage Industry. If you want to understand this, I would recommend you try to understand Storage as a whole, then can narrow down to the Kings, EMC and NTAP. As an EMC shareholder, I would point out that EMC is one of the single greatest performing companies this decade, is a lion in the high-end, high-margin corporate storage segment, and should do well. Yet, you know what? EMC gets only a little more press and respect than NTAP. Bottom line, Storage is great, but not sexy. Fortunately, G & Kers get it; the Survey posted over the weekend and updated on Monday showed that EMC and NTAP are widely and heavily held by threadsters here.
For DD, you should go to the EMC thread, and particularly review the infrequent but eloquent posts of Bill Fischofer.
There will be references to NTAP, and the eventual collision as EMC moves down in to the mid-storage range occupied so ably by NTAP.
stan |
