Hi all. Salomon Smith Barney report on NTAP free at multex
that is... free, no charge etc
multexinvestor.com
titled "Network Appliance: Hitting the Sweet Spot"
this is a long report, 32 pages, covering the market, NAS adoption projections, NTAP product strategy, competition, nice graphics, etc.
some highlights: (sign up and get the whole thing if you can)
* market projections from Dataquest are for market to grow 64.5% CAGR from $686 million in 1999 to $8.3 Billion in 2004
(NTAP has a 60% market share). Caching to grow to 2.9B in 2003 from $114m in 1999
high end NAS market projected to grow by 87% and 80% in 2000 and 2001 respectively.
* NTAP filers have quietly been increasing their features/functions and migrated into the data centers of many corporations and ISPs such as CSCO, Yahoo, TI, Mot, British Telecom and Deutsche Telekom
* NTAP "is in a class of its own" and has at least a one- year tech lead over competing products. Has a clear product
roadmap to stay in the #1 position in its market for years to come
* detailed discussion of products and comparison to competition (hint: NTAP wins)
* NTAP software is a key differentiator
* DFAS product should be available by summer 2001, will greatly expand the capability of NTAP filers. Biggest implications will be in database apps
* SSB believes NAS will have a very strong future, and that the adoption rates of both SAN and NAS will unfold more
quickly than has been projected
* NTAP products are well positioned in a technologically demanding market. NTAP current product road map will enable it to continue its robust revenue growth trajectory. NTAP is in a strong position to offer an end to end system for content delivery and management.
* SSB believe NTAP "has never been in a stronger position" |
