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

To: DownSouth who wrote (1433)	9/9/1999 6:59:00 AM
From: riposte	Respond to of 10934

ConvergeNet + PowerVault Snippet from TheStreet.Com's "Evening Update": When the acquisition is completed in 60 days, Dell expects to record a charge of 5 cents to 7 cents a share for ConvergeNet R&D expenses. Dell said the acquisition will provide it with the technology to allow its PowerVault storage products to connect to a wide range of servers, regardless of the operating system. thestreet.com Steve

To: DownSouth who wrote (1433)	9/9/1999 10:51:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

*slightly OT* DS. regarding ConvergeNet, thanks again for another salient synopsis. have you heard of this one: SNASie? as if we need another acronym to remember. <vbg> -chris. ----- Internet Week August 16, 1999, Issue: 777 Section: Back Talk Two On The Run, With A Chaser I was staring at a ghost. It wasn't a mirage, an apparition or Symantec's Norton Ghost, a disk cloning tool that is scheduled to come out in an enterprise version at the end of the month. It was the legendary Mainframe Ghost. I could tell it was the Mainframe Ghost because it had a greenish glow to it, like a 3270 terminal in a dark room. It seemed to want to control everything, yet it didn't seem to know it was dead. I was pretty sure that it also didn't know about StorageTek's plans to combine network-attached storage (NAS) and storage area networks (SANs) next year. The planned technology, called SNASie, will let users attach clients to a NAS via a SAN, and then manage the system through the SAN. Just then, the ghoul bent forward toward Lotta, who was already screaming like a next-generation microchip. I needed to distract the awful monster. I tried telling it about Dell Computer's plan to launch a remote desktop diagnostics and Internet-based software repair service next week. It didn't seem impressed. The ghost reached out and put its icy hands around Lotta's throat. I couldn't waste any more time. I pulled my .38 and opened fire. I was pretty sure I hit it several times, but the room was dark, and the bullets were harder to see than the performance of a Web server from the end user's perspective. I remembered that Concord Communications next week is planning to unveil a Web performance management tool, but that didn't help me find my target. At least a few bullets must have found their mark. The ghost turned toward me. As soon as it did, I grabbed Lotta by the hand, and we ran from the room. If we were going to escape, we had to become mobile, much as Tibco this week will ship a new mobile delivery system for banks and brokerages. The Tibco Personalized Delivery System will let customers of banks, online brokers and news services receive information anywhere, on any type of computer device. We ran down the hall, trying to gain ground on the slow-moving goblin. I looked back to find out if it was following, but it was hard to see, much as Polycom's ViewStation videoconferencing devices are difficult to see from a management console. Polycom plans to solve that problem at the end of this month with the introduction of global management software for the ViewStation. Yet, as fast as we ran, the creeping thing was catching up with us. In just another moment, it would be able to put its arms around Lotta's throat. And then I had an idea. Help Case escape the Mainframe Ghost! Send him a news tip! E-mail it to ndetect@cmp.com or call 516-562-7809. If we use your tip, Case will mail you an InternetWeek coffee mug.

To: DownSouth who wrote (1433)	9/9/1999 10:56:00 AM
From: Quixi	Read Replies (1) \| Respond to of 10934

DownSouth- Have you learned anything regarding NTAP adopting a Linux based software platform. I understand their OS is bilingual (Unix/NT). What are their plans in the Linux world that would keep them in sync with Dell's Linux strategy? Quixi

To: DownSouth who wrote (1433)	9/9/1999 4:13:00 PM
From: Beltropolis Boy	Respond to of 10934

further endorsement of the "SNASie" market. JNI (nee jaycor networks), which dubs itself, "the fibre channel connectivity company," plans a small IPO. ----- Networking firm looks to tap storage craze By Stephen Shankland Staff Writer, CNET News.com September 9, 1999, 10:30 a.m. PT Networking specialist JNI will try to capitalize on the craze for storage technology with an initial public offering aimed to raise as much as $80 million. The move, along with Dell Computer's acquisition yesterday of ConvergeNet, is a vote of confidence for the storage area network (SAN) concept and the "Fibre Channel" networking standard that is associated with it. SANs are separate high-speed networks that connect servers and storage devices. They're designed to unburden increasingly overloaded networks. JNI plans to raise $80 million, based on its registration filing with the Securities and Exchange Commission. Proceeds from the offering will go toward repaying debt, developing new products, increasing sales and marketing efforts, and acquiring other products. Analyst firms have blessed the SAN concept as a way for big companies to reduce storage headaches, and major companies such as IBM, Dell Computer, Compaq Computer, Sun Microsystems, and Hewlett-Packard all have SAN initiatives under way. The expanding market for storage has also made Massachusetts-based EMC, which has seen its stock value nearly triple in a year, one of the more popular hardware picks on Wall Street. Although promising, the technology has suffered somewhat because it's been hard to ensure that all the components that make up a SAN--such as switches, hubs, and disk arrays--work together. Business has been picking up for JNI, according to its SEC filing. In 1998, the company had a profit of $311,000 on revenue of $12 million. In the first six months of 1999, JNI reported $1.8 million in profit on $15 million in revenue. The company makes the electronic components that connect servers to the SAN as well as accompanying software. JNI equipment is sold as part of SAN product bundles from Hitachi Data Systems and StorageTek. Manufacturing partners such as these accounted for well over half of the company's revenue, the company said. A large fraction of the company's business comes from connecting Sun servers and EMC storage products. JNI, based in San Diego, was founded in 1997 as Jaycor Networks, a subsidiary of Jaymark. Chief executive Terry Flanagan, 51, claims an annual salary and bonus of $325,000. The company proposes to trade under the symbol "JNIC" on the Nasdaq market. Risks The company said the growth and acceptance of products based on the Fibre Channel standard is one of the big risks to the company's success. "The Fibre Channel market, while rapidly evolving and attracting an increasing number of market participants, is still at an early stage of development," the company said. "To achieve widespread market acceptance, Fibre Channel must supplant current widely accepted alternative technologies such as SCSI." In addition, the company faces competition from Emulex, QLogic, Interphase, Adaptec, LSI Logic, and HP. The offering is being underwritten by Donaldson, Lufkin, & Jenrette; Hambrecht & Quist; and Bear Stearns.