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Technology Stocks : Network Appliance
NTAP 111.56+1.1%Nov 12 3:59 PM EST
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To: mthomas who wrote (1709)12/4/1999 11:33:00 AM
From: mauser96  Read Replies (3) of 10934
 
The latest issue of the Gilder Technology Report has a graph showing the revenues derived from the 3 main types of storage (server based, NAS, SAN) With all the talk about the latter two, they are in the very early stages of market penetration. The chart is hard to read exactly, but it looks like the old server based has at least 80% of the market.Even excluding the rapid market growth in new storage we can all see ahead, the replacement market is huge.
If the true disruptive technology is faster Ethernet itself, then this will only get more disruptive with time as Ethernet gets ever faster and cheaper, following an accelerated form of Moore's law and economies of mass production. I don't think there is anything so unique about NTAP form of NAS that it can't be copied (or EMC form of SAN for that matter) but seeing the Ethernet bandwidth as the disruptive force changes everything. According to Gilder, this is compounded with the incredible decline in the costs of hard disk storage. Cheap supply tends to help create it's own demand in technology.
I'own some EMC, which has been quite profitable, but I've just about decided it's time to add NTAP. The only problem is I can't decide what to sell .. <<gg>>
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