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Technology Stocks : Network Appliance
NTAP 106.38-0.4%Nov 18 3:59 PM EST
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To: DownSouth who wrote (4594)9/26/2000 9:38:24 PM
From: Boplicity  Read Replies (1) of 10934
 
DS, Let me have some liberty here before you chop off my head. <g> Here it goes. It obvious that the growth area in computer hardware is storage as the focus continues to move away from the client sever model to the network. MSFT new high end server software release this week pretty much cements it. Since the need for storage is going to be large I see a commodity market happening in the storage sector. There is no way the assemblers DELL, CPQ, and HWP etc. will NOT want to have piece of this pie particularly en-light that their bread butter revenue generators are becoming less and less important. To take the network to the extreme once the broadband role out is further along, I see a day where a local hard drive will not be even needed. I also see the evolution of an open system for storage to where the software that NTAP has will become less important. Now that last statement could be avoided by NTAP if they were to license their software or sell it to the assemblers. Here is my question, do you see the day NTAP become a true software company, to were they sell software into the mid to low high end storage area where the bulk of the storage needs will be needed and PC manufacture particularly DELL shine in assembling, and focus instead on the high end as a hardware provider?

Greg
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