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

To: megazoo who wrote (1192)	7/14/1999 10:50:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

IMO INKT is perceived as an internet company. Not many investors understand what NTAP's business is. That's the only explanation I can come up with.

To: megazoo who wrote (1192)	7/18/1999 4:41:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

>I find it difficult to believe that investors are bypassing NTAP for INKT in trying to find the 'infrastructure' play.< here's an excellent reason why. ha! via a cbs.marketwatch interview with inktomi's CEO, david peterschmidt. (let me know when you stop pissing yourself) ----- Q: Shopping is still a nascent application for Inktomi and caching, which grew like a rocket in the past quarter and is the company's core revenue-generating product. There are competitors moving into this space; how do you stay ahead of the curve? Peterschmidt: We're the only company that's a pure-play software for caching. That is, all of the other companies, whether it be Network Appliance (NTAP), Cisco Systems (CSCO) or Novell (NOVL) -- they've all decided they're going to embed a cache application on a proprietary piece of hardware under a proprietary operating system, and quite frankly the market is saying, That's not what we want. We want an open software platform because we want other software to be run on top of it like RealNetworks' (RNWK) streaming media player. So we're in a good position. cbs.marketwatch.com