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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%3:59 PM EST

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To: Ian@SI who wrote (110472)3/21/1999 5:21:00 PM
From: Dave B  Read Replies (1) of 176387
 
Ian,

The primary competition will be Network Appliance and CacheFlow. Inktomi is sold as software only that you then install on a Sun system typically, whereas the other vendors sell the HW and SW in an "appliance"-like solution (with few options). Internet Caching is the second largest appliance segment at this time, behind storage appliances (which, incidentally, Network Appliance is even more focused on than caching).

Dave B
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