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Technology Stocks : Network Appliance

NTAP 114.14

-1.3%

Dec 15 3:59 PM EST

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To: Sam Salomon who wrote (3354)	5/19/2000 10:11:00 AM
From: DownSouth	Read Replies (1) of 10934

Yes, the NAS market has been in a tornado since about 1996-7. NTAP has been growing in excess of 80% annually since that time. The tornado is still relatively narrow, but is growing rapidly. NAS tornadoed quickly because NAS met the needs of ISPs who were desperate for a way to grow their storage requirements with low total cost of ownership and easy incremental storage capacity adds. NTAP recognized this in 1995 and went after them aggressively. They had already knocked down bowling pins in the software and hardware engineering marketplaces where storage, speed, and unique backup requirements were needed to support specialized engineering software running on UNIX. Re: Gorillaness. I am in the minority who consider NTAP to be the Gorilla of NAS. Looking at NTAP's patents (WAFL, ONTAP, SNAPSHOT = barriers to entry), the price/performance gained by those patented techniques, their increasing dominance of NAS market (+60%)nd their sustained growth rate, imo, NTAP is the NAS Gorilla.

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