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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (25879)	6/5/2000 6:48:00 PM
From: StockHawk	Read Replies (1) of 54805

RE: NAS - The July issue of Technology Investor has an article about data storage and NAS. A few highlights: - US storage requirements double every 12-18 months (source: Piper Jaffray) - More storage capacity was sold in 1999 than in all prior years combined (source: IDC) - NAS will grow from $1.2 bil this year to $6.7 bil in 2003, nearly a 75% growth rate. (source: Dataquest) - the cost of storage has decreased from $5.23 per megabyte in 1991 to $0.06 today. No other computing technology they know of has dropped more sharply. - More than half of the general purpose SERVERS sold today only do file sharing (source: IDC), that's something a NAS appliance can do more quickly, more simply, and for less expense. - the cost of one hour of downtime for a Fortune 500 company is $550,000 (source: Forrester Research). Reliability pays! An interesting (non-gorilla) aspect of the article is that they split the NAS market into 2 segments: departmental level ($4000 avg. product price) and enterprise ($80,000 avg.). Of the dominant enterprise NAS companies, NTAP and EMC, they state that "their potential has long been discovered and their stock prices are stratospheric. They then go on to expound the virtues of the departmental level companies saying that this market is "newer and more open" and therefore has more potential. We'll see. StockHawk

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