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Technology Stocks : Network Appliance
NTAP 111.55+2.4%Nov 25 3:59 PM EST
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To: DownSouth who wrote (5999)1/29/2001 5:13:05 PM
From: pirate_200  Read Replies (1) of 10934
 
> I think the way EMC reports NAS revenues has skewed the numbers. They include the
> Symmetrix (SAN) config attached to any Celerra (NAS) units that they sell.

I don't see a problem with that, as long as they don't "double-count" it, both in the SAN and
NAS numbers.

As to the NAS market IDC numbers: I thought the 60% number was from an April 2000 release
by IDC et al - would you have to wait till a full year for them to crunch their numbers to compare?
I wonder if these latest marketing research numbers are from the exact same organization?

Dan W., CEO of NTAP, says that the competition that they concern themselves most with
are all these attached storage vendors who sell storage along with their servers: Compaq,
Sun, HP etc. They are the majority of the storage market and the majority of the opportunity.

I think EMC is a good comparison for technology, they are most like NTAP's product but I
don't see them as the biggest competitive obstacle. It seems the biggest competitive obstacle
is getting the majority of storage purchasers to understand what NAS is and how it can help.
It is not clear to me that this "missionary" phase is completely over yet.

I love the competition with EMC in the meantime, it's great to see such a large company
so concerned by such a relatively smaller company. It makes investing fun, in addition to
being profitable.
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