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

To: DownSouth who wrote (1490)	10/19/1999 1:27:00 PM
From: bob gauthier	Read Replies (2) \| Respond to of 10934

Anyone know anything about this "EMC is readying a new class of devices to target the market for dedicated network-attached storage appliances where Network Appliance plays."..... Bob Gauthier EMC Gives Aviion to Dutowsky; Readies NAS Appliances Section: 01. Top Stories By William Fellows EMC Corp is integrating the Clariion storage systems from its Data General acquisition into its own storage product lines but leave DG's Aviion product group as an independent division. Frank Hauck is SVP DG integration. His former position, SVP global customer service, is taken by Joseph Walton. EVP marketing Bob Dutowsky gets charge of the Data General server division. EMC CEO Mike Ruettgers takes on Dutowsky's duties temporarily. Dutowsky's appointment makes sense: before coming to EMC Dutowsky was VP marketing for IBM Corp RS/6000 servers. On the other hand industry watchers don't believe Aviion will be a core interest to EMC and have wondered whether Dutowsky isn't being set up to ready it for sale. Not the case says EMC, which bought DG under a pooling of interest agreement meaning it can't sell it off for at least a couple of years. Moreover EMC claims there are technologies in the server group which it wants to be sure are properly leveraged into storage. EMC is readying a new class of devices to target the market for dedicated network-attached storage appliances where Network Appliance plays. The technology is coming out of DG but EMC declined to say when it will see the light of day or whether it is Hauck or Dutowsky's bag. Former DG CEO Ron Skates will retire once the integration is complete.

To: DownSouth who wrote (1490)	10/19/1999 6:27:00 PM
From: HDC	Read Replies (2) \| Respond to of 10934

DownSouth, Hi! Take a look at the following article: "http://biz.yahoo.com/prnews/991018/ca_maxtor__1.html" Included in the article is the following: "According to IDC, more than half the general purpose servers sold today are being used for file sharing or other infrastructure storage requirements." Do you think this is an accurate statement? I've been trying to get an idea of just how many general purpose servers are being purchased for the purpose of filing. In an earlier Fool.com article, Dan Warmenhoven stated that the market size was approx. $9 billion. I read that the total server market (PC & entry, mid-range, high end Unix) market was $59 billion in 1998. These numbers and the above statement don't seem to go together. I'd appreciate your thoughts on these numbers and the actual potential market for NTAP filers. Best, Duncan