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Technology Stocks : Network Appliance
NTAP 109.43-0.2%Nov 14 3:59 PM EST
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To: DownSouth who wrote (5665)12/18/2000 11:16:36 AM
From: HDC  Read Replies (1) of 10934
 
DS, Hi! Below is an section from a report today from Saloman Smith Barney. Dan W. was on a conference call an discussed the state of the business. SSB does good work. Here is the section:
"The first order of business was to point out that NetApp's business has
accelerated since EMC's new Chameleon NAS offering was announced. NetApp
pointed to EMC's marketing efforts as an advertisement for the importance and
attraction of NetApp's products.
NetApp compared EMC's Chameleon to its mid range F760 Filer, which NetApp
pointed out was about 2.5 year old technology. Chameleon offers 3.6TB of
storage, the F760 offers 3TB. NetApp highlighted other feature similarities.
Keep in mind that NetApp recently released its new F840 Filer, or next
generation architecture which can currently scale to 12TB (soon to be 24TB).
NetApp also seems poised to release refreshed mid range and lower end
products, as is typical for NetApp upon a new high end product rollout. We
believe that NetApp will be releasing these new products, as well as
increased software functionality, including new software products, in early
2001. We believe NetApp's new products will focus on more comprehensive
support for full fabric SAN connectivity. Note the convergence of SAN and
NAS."

Dadtabase is another hugh area of strength for NTAP. It was 20% of bookings last qtr vs. 16% the previous qtr.

Hope this helps,

Duncan
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