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Technology Stocks : Network Appliance

NTAP 107.32

+4.0%

Nov 21 9:30 AM EST

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To: Mehitabel who wrote (4727)	10/16/2000 8:21:35 AM
From: DownSouth	Read Replies (1) of 10934

Mehitabel, Thanks for the VRTS info. I hate to see that company divert from its core competency. There is so much more to do in backup technology. They are also affecting their value chain by competing against NTAP. That would greatly concern me as a VRTS holder. NTAP is no longer "a NAS company". They are now an "end-to-end" content management and delivery appliance company. NAS is just a little piece of their technology. DAFS/VI next year will set them head and shoulders above VRTS as huge clusters of filers can be configured to work as a virtual single content management system. VRTS backup systems would fit well in such a scenario.

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