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Technology Stocks : Network Appliance

NTAP 111.48

+2.0%

12:51 PM EST

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To: Gregory Rasp who wrote (3127)	4/19/2000 12:31:00 PM
From: pirate_200	Read Replies (1) of 10934

> I wish I had referenced the remark. If anyone else > out there can shed some light... Here's the 41% quote - that's 41% to 60% in 6 months! Of course, this stuff probably is not completely accurate. See: netapp.com "According to Framingham-based International Data Corporation's latest published 1999 Worldwide Disk-Based Network Attached Storage Market Opportunity (IDC# B99S2123), Network Appliance ranked number one in NAS revenue with 41% of the overall market share for 1998. The report projects the NAS market to grow in excess of 55% per year through 2003. The IDC forecast information was based on IDC supplier and end-user primary research and interviews." Note that the last one mentioned "end user dollars" or something so maybe they mean they get 60% or all direct sales, 40%+ of all direct + OEM sales? Unfortunately, Bill Clinton must write these press releases, we don't know what the meaning of is, is?! :) At least it is a big piece of the pie, either way...

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