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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 9:30 AM EST

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To: Miguel Octavio who started this subject	10/19/2000 7:41:49 PM
From: pirate_200	Read Replies (1) of 10934

Competition: EMC "Chameleon" There was a discussion on yahoo about EMC's coming NAS box and someone replied that they have seen the "specs" and there's not much there. I entered a reply [1] to see if they had more detailed info. The reply [2] was: "Its the DG product that usese the Filesystem from Crosstor. None of the advanced features of NTAP." There was a further reply [3] to a question about former Data General (DG) employees that worked on that now EMC box, working for NTAP. Apparently, when NTAP created their North Carolina Research Triangle Park (RTP) location, they scooped up some Data General NAS employees around the time EMC bought Data General. What does this all mean, if true? 1) EMC is using third party software from Crosstor for this product. That means EMC has no in-house proprietary file system software and the likelihood that their NAS product will be anything earth-shattering is minimal. 2) NTAP, if they have former Data General people in house, has good intelligence on what this product is and its capabilities. I would guess that they also get this information from their own customers who get product "roadmap" presentations from EMC sales people. NTAP would be prepared to counter this product. DISCLAIMER: The conduit for this info is an anonymous poster on Yahoo. We'll see when the product is announced in Q4-CY2000 or Q1-CY2001 whether this is near the truth. [1] messages.yahoo.com [2] messages.yahoo.com [3] messages.yahoo.com

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