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Technology Stocks : Network Appliance

NTAP 106.37

-0.4%

3:59 PM EST

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To: Xenogenetic who wrote (688)	3/1/1999 6:25:00 AM
From: DownSouth	Read Replies (2) of 10934

Adam, NTAP has two products: network attached storage and web caching. 92% of their business is in NAS, also called "filers". Broadband internet access will INCREASE THE DEMAND FOR NTAP FILERS. Because, the response time bottleneck will move from the network to the servers. To increase responsiveness of servers, you move data to filers. Regarding broadband's effect on need for caching: Caching is a method of moving web pages to the ISP's point of presence to take a load off the central site, reduce telecom traffic between POP and central site, and decrease response time. Broadband merely increases speed between user and POP. Caching still has the same positive effect.

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