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Technology Stocks : Network Appliance

NTAP 115.78

+3.1%

3:59 PM EST

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To: FiloF who wrote (5832)	1/17/2001 10:41:51 PM
From: DownSouth	Read Replies (1) of 10934

FiloF, I just hit the URL to Gus's post and need to expand on my response, now that I see the full context of what Gus was saying. (I have lots of respect for Gus's expertise on EMC, though I don't think he really "gets" what NTAP is doing.) Network Appliance is still unable to provide syncrhronous mirroring and its asynchronous mirroring technology is remarkably primitive in comparision to EMC's SRDF. This statement is correct. However, the DAFS/VI products and some software development due this year will solve this for NTAP. They will be able to mirror filers over long distances in a much more efficient manner than does EMC, mostly because of SNAPSHOTs inherent advantages. The rest of Gus's post is a bit, well, uncompelling. His slam of Gigabit E-net as the NTAP disrupting technology is out of the blue. I have heard no one claim that GbE is the disruptive element of NTAP. DAFS/VI, however, may just be so. I honestly don't have the interest to respond to any details of Gus's post.

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