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Technology Stocks : Network Appliance

NTAP 109.43

-0.2%

Nov 14 9:30 AM EST

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To: Allegoria who wrote (5664)	12/18/2000 7:09:03 AM
From: DownSouth	Read Replies (2) of 10934

I again researched the market sizes for SAN vs. NAS...astounding: According to Dataquest, NAS last year was a $68.2 million market and projected to become an $8.3 billion market in 2004. SAN was a $1.8 billion market last year, and expected to grow to $40.4 billion in 2004. Eric, why are you looking at SAN and NAS as separate markets? They are merely network architectures in the storage market. They are not niches, they are architectures. Until very recently, they correlated to scalability, but that is no longer the case. That $40.4B market is ripe for the pickin' of EMC and NTAP (and IBM, and...)

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