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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 3:59 PM EST

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To: tekboy who wrote (3323)5/18/2000 11:36:00 AM
From: Uncle Frank  Read Replies (2) of 10934
 
>> I pressed him to specify what the discontinuous innovations might be that would make NAS obsolete, and he said there were three things on the distant horizon I should know about: online storage, optical storage, and fractal storage.

Your new acquaintance must the the VC equivalent of a carpetologist. He's tossed out buzzwords that, as a response to your question, make no sense, and probably had no idea what you meant by a discontinuous innovation. Did you ask him if he had read the fm?

Online storage allows you to use a remote site to store your data which you can later access through the internet when you want to use it. Everytime you use the <file> function SI offers, you are using a form of online storage. The provider of online storage can be using mag tape, semiconductor memory, disk drives, or any other storage technology to support this exchange. As such, they represent a market for ntap , not a technological threat to nas.

Optical storage is old news. IBM and others have been trying to commercialize this high density memory technology for a decade or more, but it still appears to be years away. Even when it becomes commercially viable, it won't necessarily threaten nas. Rather, optical drives might simply displace the disk drives that are employed in nas.

Fractal storage? Not a clue, but I think he may have been tossing out technobabble to get you off his case so he could enjoy his dinner. I wish I could have been there to watch you guys snowing each other <lol>.

uf
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