OT OT re NTAP:
Dear JDN: Maybe this section of a posting by DownSouth (who used to hold CPQ before moving into NTAP) will help:
"Remember, though, NAS is not disruptive! It's NTAP's network
appliance approach that is disruptive: 1) the ONTAP OS, written
from the ground up to serve data; 2) the WAFL file system, part of
ONTAP, and very innovative in the way it writes data, manages
data blocks, manages RAID, creates SNAPSHOTs, preserves data
integrity with NVRAM; simplifies sys admin; and provides
clustered fail over with two filers working as hot, active backup
systems.
If EMC announces disruptive innovation or an answer to NTAP's
DI it will not be in the form of a re-packaged system based on
UNIX/Windows file systems; RAID 1,2,3,or 5; or the ability to
connect to the network. DI will be in the form of a new OS and the
dis-integration of the file system. I don't think we will see that from
EMC, SUNW, or any of the big players. Even the small players are
using Windows or some form of UNIX."
I think NTAP is a great company and expect to hold my shares into the indefinite future. **BUT** I think buying NTAP right now is only a good idea for active traders who can get into and out of it fast. On April 14, 2000 NTAP hit 50 on its slide from down 124. Today, it is up over 9 at 127 1/2. This is nuts.
Regards,
Lynn
Edit: Here's an NTAP thread posting on Gilder's comments about NTAP last week. Gilder speaks, some people leap:
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