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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 9:30 AM EST

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To: DownSouth who wrote (2144)	1/20/2000 5:38:00 PM
From: sasha4477	Read Replies (1) of 10934

DownSouth, I know nothing about the technicals described in the Wall Street articles which were the subject of your response to a prior post. Your points are well taken and I trust you are probably correct about the author's lack of understanding and expertise. I suspect that he interviewed a few people and tried to distill whatever he was told for the subject articles. My speculation is that his understanding was limited and therein lay the confusion. On the other hand I cannot condemn him as harshly as you because his understanding of the technology is more advanced then my own. What I would like to know from you or others is whether you disagree with the conclusions of the article. They are as I recall that NTAP is the only play in the NAS arena and that Ntap breaks new ground with its SAN-NAS collaboration and is a leader in cacheing. I 'd also enjoy hearing your view with respect to the potential competition. To the extent that the author was attempting to distill the views of others i am also hoping he accurately reflected the investment conclusions of his sources. One final thought I'd like your perspective on concerns the SAN-NAS collaboration NTAP has undertaken. What is the niche that SAN is likely to occupy if indeed NAS is the superior technology. Why would SAN survive at all unless it has some useful purpose. Or is this a clever way for NTAP to expand its market by combining its standard with that employed by those not using its solution now. In advance I apologize for the confused thoughts to the extent they reveal my ignorance of how the technology ultimately is structured and is used. No pride in authorship here. In Advance I will thank you or anyone else for the perspective. I am long 2000 shares at split adjusted 24.

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