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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: trendmastr who wrote (2387)10/27/2000 10:48:05 PM
From: Sam  Read Replies (1) of 4808
 
Well, Seymour's article is just plain wrong about some things (aside from being superficial). He says that Quantum (HDD) is a player in NAS. Well, actually it's Quantum DSS that is the player; HDD is the disk drive tracking stock that was 'promised' to Maxtor just last week (before his article went to press, so he doesn't have that excuse--also the merger got a fair bit of publicity, and the NAS division has never been part of HDD, it was always part DSS). Further, Quantum just announced that their NAS division (called Snap) will be spun off into a public company sometime in the next month or two, market and IRS permitting, selling 20% to the public, and the other 80% going to DSS stockholders about 6 months later. Finally, he says that Dell sells its own NAS machines, when actually they mostly sell Quantum's Snap servers, just renaming and relabeling them.

He should get his facts right before he writes "blockbuster" articles.
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