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Technology Stocks : Network Appliance

NTAP 117.26

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Dec 5 9:30 AM EST

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To: DownSouth who wrote (519)	1/2/1999 1:01:00 PM
From: kas1	Read Replies (1) of 10934

Competition advisory: Sun and Oracle are coming out with a fileserver appliance called Raw Iron. Supposedly want to "marginalize" Win 2000 by doing this. Reference: Industry Standard magazine, Jan 4 1999, p18 i have a couple of reactions to this news item. first, i have a very negative opinion of oracle (and ellison), and only a fair-to-middlin' opinion of sun (and mcnealy). i think it is very much their style to be dogmatic about this and make this about fighting microsoft, as opposed to just selling a good product. also, if sun and oracle are trying to get into this market, it must be a pretty lucrative one... ? anyone have other thoughts?

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