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Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 9:30 AM EST

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To: riposte who wrote (414)	11/6/1998 10:48:00 AM
From: Leeza Rodriguez	Read Replies (2) of 10934

The only companies NOT happy with the rising popularity of caching are the Qwest's of the world. Why?--because it blows up their semi-log plots of exponential bandwidth requirement over the longhaul. As you cache at the edge, less traffic needs to go over the longhaul. As I said in this folder many months ago--caching is going to be very popular in Europe and Asia as the ISP population explodes, because the longhaul provisioning is MUCH more expensive. Caching is a GREAT alternative for those ISP's. Leeza Rodriguez (P.S. I also think that NTAP is the blue chip way to play the fibre channel market)

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