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Technology Stocks : Network Appliance

NTAP 114.72

-0.9%

Dec 3 3:59 PM EST

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To: Mark Fleming who wrote (7395)	4/2/2001 10:30:22 AM
From: kas1	Read Replies (3) of 10934

Fellow NTAP and BlueArc watchers, The BlueArc product is out, and they are taking orders. I have yet to see an IT industry article that hasn't been amazed with the product. Time will tell -- but at least this doesn't seem to be vaporware. And BlueArc has patents. The Bear Stearns downgrade may be a reaction to seeing BlueArc in action. If so, more downgrades are definitely on the horizon. What is most worrying, however, is the replies to the BlueArc hype that came from EMC and NetApp. The replies were not along the lines of "These guys are using the wrong benchmarks" or "Our real-world performance is better." The replies were along the lines of "No one wants to buy a product from a company with no customer support" and "Their product hasn't been proven." This seems to be an admission of technological inferiority, and perhaps a signal that the established players would be interested in buying them out (i.e., providing them with a support and sales organization). It seems prudent to start taking the BlueArc threat very seriously. The best case scenario is BlueArc will diminish margins. Worst case scenario... well...

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