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

To: DownSouth who wrote (1286)	8/16/1999 10:14:00 AM
From: Mehitabel	Respond to of 10934

Does someone have a reaction to this new product by Novell/Dell? It seems to me that this new caching appliance will compete with NTAP's recently launched caching appliance. It's possible there is business enough for both, but Dell is a formidable competitor. Wecome any comments

To: DownSouth who wrote (1286)	8/16/1999 12:40:00 PM
From: HDC	Read Replies (1) \| Respond to of 10934

DS, Hello again! I hope to see you here at the NTAP earnings virtual celebration tomorrow afternoon! That is, of course, if we have something to celebrate!<GGG> Lehman's recent research report on EMC's purchase of Data General states the following: "This transaction allows EMC to expedite its entry into midrange storage. DG's CLARiiON and NUMA architecture are attractive additions to EMC's arsenal. In addition, CLARiiON will help the company develop a larger presence in network attached storage. Also, EMC estimates that this deal will expand the company's addressable market by 40%, to $50B." On the clariion website, most to the info focuses on SANs rather than network attached storage. You have mentioned in a previous post some comments about Data General. Could you elaborate on Data General, the clariion offering and NTAP's status against it(them). Thanks, Duncan

To: DownSouth who wrote (1286)	8/16/1999 1:35:00 PM
From: Jeff-P	Read Replies (2) \| Respond to of 10934

> NTAP turned the tables on AUS by developing a unique software It's interesting that several of the technical people at NTAP themselves worked for Auspex before leaving to start a new company. I wonder wonder if it might be that of Auspex shot itself by failing to embrace or reward new ideas.

To: DownSouth who wrote (1286)	8/16/1999 7:48:00 PM
From: chaz	Read Replies (1) \| Respond to of 10934

DS: Thanks for jumping in...once you get a bit acquainted with the people on the boards, they (we) become an incredible resource to/for one another. So, a sincere thanks. I do think we're now on the same page re: NTAP royalty status, and yes, EMC is royalty as well. It's a little off topic, but some have observed that EMC+DG is (could become) a threat to NTAP. But I wonder...Compaq + Digital certainly hasn't harmed anyone, unless you include Compaq. DG was struggling to begin with. It might have been a quick way to hire more engineering talent and not much more. IMO, it'll be a while, 12-18 months before any impact on NTAP is felt. Also OT: You observe QCOM will be a home run in two years. Does that mean four bases only, or something better? If only four, there may be better alternatives than the Q.