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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
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To: MileHigh who wrote (812)4/1/1999 6:45:00 PM
From: George the Greek  Read Replies (2) of 10934
 
Read about NTAP in the early days.
Remember reading that they had what they termed
a WAFL (Write-Anywhere-Filesystem),
which, interestingly, could place write blocks
wherever the disk heads happened to be
at the moment, thereby eliminating all the mechanical latencies.

Idea of an appliance sounded appealing at the time.
Still does.

Began reading the thread recently.

Want to commnet on whether it's overvalued
at PE ~= 3x estimated growth rate over next 5 years?

Interesting commentary that they may begin
to eat EMC's lunch.

George

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