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Technology Stocks : Network Appliance

NTAP 109.43

-0.2%

Nov 14 9:30 AM EST

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To: HDC who wrote (1933)	12/28/1999 6:19:00 PM
From: DownSouth	Read Replies (1) of 10934

These numbers seem consistent with what we have seen elsewhere. I recall the 46% market share number appearing numerous times. The EMC NAS offering is still empty. No description. "NUMA" means nothing. BTW, NTAP uses NUMA technology for CPU to CPU communications in clustered configurations. It is key to the way NTAP shadows non-volatile RAM (NVRAM) between systems so that if one goes down, the second takes over the failed system's I/O duties without a hitch and hands those duties back when the system recovers. EMC's use of NUMA in a similar manner will not threaten NTAP's throne in the "fast, simple, reliable" world. NUMA is just one bit of the equation. WAFL, SNAPSHOT, ONTAP and other software are every bit as important as NUMA.

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