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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 9:30 AM EST

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To: Jack Hartmann who wrote (3299)	5/16/2000 10:38:00 PM
From: Gregory Rasp	Read Replies (1) of 10934

I have not seen Lynn lately and she usually posts the Merrill stuff but a recent report from 5/10/2000. "Based on our analysis of technology trends as well as some old fashioned intuition, the two controversial conclusions are: (1) Gigabit ethernet may win over Fiber Channel as the transport layer for storage networks. An implication is that SAN's and NAS could merge, both operating through a high speed Gigabit Ethernet network. (2) NAS is a disruptive technology to SAN's. We expect both EMC and NTAP to be successful companies and stocks. nevertheless, the two vendors will come into conflict. We think EMC will dominate the next three years, after which more open SAN's and the attack from below by NAS appliances could give EMC problems. ....That means NTAP is likely to be an increasing threat to EMC. At the least, we expect EMC will have to respond with a NAS product more resembling what NetApp sells than the diskless filer Celerra represents. So our investment conclusion is to own storage in multiple ways, own emc and NTAP for the next few years then be wary of EMC's position eroding." Hope that is interesting to someone. GR

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