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Technology Stocks : Network Appliance

NTAP 114.72

-0.9%

Dec 3 3:59 PM EST

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To: 100cfm who wrote (8881)	8/5/2001 10:58:52 AM
From: BirdDog	Read Replies (1) of 10934

That's not where NTAP is recieving a competitive threat. We all know there is no cpmparison between an EMC san and an NTAP NAS system. First, let me say I don't simply want to argue unconstructively. The sentence after the above. The one I didn't copy... You made a little mistake...I think you meant "frankenstein SAN" and not NAS....correct? One very big point... When you cluster(or bank) together a whole bunch of ntap's largest NAS filers. Connect them together with both ethernet and fiber channel, along with on tap. You have, in effect, a SAN storage system. You have failed to address this issue... Therefore ntap is competing head to head with EMC in their SAN with a much cheaper system. And to avoid argument... I have written ntap asking exactly how much the cost is in comparison. Since I don't know exacts myself and don't think anybody here does either. It is misguided understanding everywhere of ntap, like this, that makes me think all of wall street is wrong. BirdDog

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