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Technology Stocks : Network Appliance
NTAP 100.52+5.3%Feb 4 3:59 PM EST
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To: DownSouth who wrote (2053)1/12/2000 6:33:00 PM
From: Uncle Frank  Read Replies (1) of 10934
 
>> NTAP's proprietary OS (ONTAP) and proprietary method of storing and retrieving data (WAFL). SNAPSHOT/SNAPRESTORE are also proprietary and minimize the effort required for users to save/restore files.

Now the BIG question: Does ntap license their proprietary software?

If so, ontap and wafl could become the sector standards, in which case ntap would become a Gorilla, like Qualcomm.

If not, ntap's power may be limited to King in a Royalty game, or Chimp if another software approach becomes the sector's standard (a la the Apple fiasco).

uf
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