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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (1096)	6/19/1999 4:24:00 PM
From: George the Greek	Read Replies (1) \| Respond to of 10934

Reading too much here on SI. Therefore forgetting whether anyone gave a perspective on recent news that certain Big Boys are intent on entering file server appliance market. I wonder how this will impact NTAP, short term (<1yr), and long term (several years). I am concerned... George

To: MileHigh who wrote (1096)	6/19/1999 5:04:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 10934

MileHigh-- sorry for my flip response. my sense of humour isn't always funny, I'm afraid. Shame on me :) Don't know about rev per sale, but just reading a report by BancBoston RobStephens on Multex. They could the dell deal to be worth a "conservative" $40 million for FY2000 which starts with July quarter. That's about 10% of their estimate for 2000 revs, and they believe it to be quite conservative. BBRS also count the deal with MSFT for joint development and marketing of caching products as a "major positive for the company" Here is their summary if you haven't seen it: >>"We believe NTAP extremely well positioned in the Internet infrastructure market, with upside to earnings possible (the Dell estimate is conservative). >>"NTAP has been one of the most consistent companies. Give its horizontal expansion strategy, a great product portfolio, and a fast explanding customer base, BBRS believes it is one of the best positioned companies in the systems industry. >>"NTAP reminds us of EMC a few years before it reached $1B revenues, and CSCO in the late 1980's, when it drove to be the dominant player in the then new networking industry. >>"The file serviing and caching market is huge and fast growing, and we believe NTAP will be a category winner in this space. >>"We view NTAP as a major up and coming Internet infrastructure Co with a huge market opportunity, fast growth strategy, market leadership and strong execution."<< me? I am buying more Monday, no joke. :)