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

To: MileHigh who wrote (1257)	8/10/1999 8:56:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

Mile, you are correct! EMC's move validates NTAP's market. NTAP has been selling agains DGN-Clariion since day one. They know that product and they know how to beat it. The main problem has been in getting enough feet on the street to find the opportunities that Clariion has been winning. Clariion has a significant reseller network, so their sales penetration has been tough to beat. Perhaps the Dell PowerVault deal will help, though Dell resells Clariion as well. Clariion is also a SAN architecture rather than NAS. I believe that NTAP, in a fair fight, will beat Clariion every time, in terms of price/performance and reliability. I am thinking about dumping my EMC shares for now, as I fear it may take a year for EMC to absorb DGN and get back on the 35% growth curve. I may be all wrong about this. It could be that EMC's existing customers give a boost to Clariion sales, but that may be at the expense of EMC's products. veeeeerrrrrry interesting....

To: MileHigh who wrote (1257)	8/10/1999 9:15:00 AM
From: Beltropolis Boy	Respond to of 10934

Network Appliance 'Filers' Help Juno Increase Reliability of Internet Services; Leading Storage Appliances Maximize Uptime for Expanding ISP Environment August 10, 1999 08:05 AM SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 10, 1999--Network Appliance, Inc. (NTAP), the leading provider of dedicated data-access appliances, today announced that Juno Online Services, Inc. (JWEB), a leading provider of Internet-related services, has deployed Network Appliance's dedicated file server appliances (known as "filers") to access, store and manage business-critical data. The Network Appliance(tm) filers maximize online uptime and increase reliability of email for Juno members, as well as other production-related information. To date, Juno has handled over three billion email messages, totaling over 15 terabytes of data over Network Appliance's filers. "In order to grow and enhance Juno's service offerings, we require a highly scalable solution that provides our users with the quality of service and reliability they expect from us," said Alex Sarafian, Juno's vice president of network operations. "After considerable research, we selected Network Appliance and put their filers through rigorous testing. The Network Appliance systems met and exceeded our requirements for performance, availability and scalability." "Network Appliance is a leading provider of content infrastructure for the Internet. ISPs, news providers and companies implementing e-business and e-commerce need a dependable backbone -- a storage solution that is highly available, reliable and scalable," said Larry Kubo, VP of Marketing at Network Appliance. "Network Appliance filers provide Juno with the ability to scale and to keep their services accessible to their more than seven million customers around the clock." Moving to Network Appliance's filer-based systems has enabled Juno to implement a centralized storage system and reduce their dependence on individual servers, increasing data availability and ease of administration. About Juno Online Services Juno Online Services, Inc. is a provider of Internet-related services to millions of computer users throughout the United States. The company offers several levels of service, ranging from basic dial-up Internet e-mail-which is provided to the end user for free-to full, competitively priced access to the World Wide Web. Since the launch of Juno's basic e-mail service in April 1996, more than 7 million total Juno accounts have been created. Juno's revenues are derived primarily from the subscription fees charged for certain billable services, from the sale of advertising, and from the direct sale of products to Juno subscribers.