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

To: bob gauthier who wrote (1491)	10/19/1999 2:20:00 PM
From: Beltropolis Boy	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. DS can better answer that, but it's QED if you ask me. as was to be demonstrated (post-acquisition). while i'm biased toward NTAP, it's a wise move on EMC's part cuz our filers have been cleaning Celerra's clock too. granted, this is a comment from NTAP's sales & marketing head, but Tom Mendoza doesn't see general availability for DG's NAS box until 12-18 months out. i wouldn't recommend that Ron Skates buy new office furniture. speaking of competition, both Maxtor and Gateway, via acquisition and partnership, respectively, just began offering morsels on the bottom of the NAS food chain. links and blurbs below if you're interested. cheers, -chris. ----- Maxtor Rolls Out Sub-$1,000 Server By Jan Stafford, Milpitas, Calif. 8:33 AM EST Mon., Oct. 18, 1999 VAR Business varbusiness.com Hard drive maker Maxtor Corp., based here, made its entry into the network attached storage (NAS) device market today. Capitalizing on technology gained from its acquisition of Creative Design Solutions one month ago, Maxtor's first branded server product, called MaxAttach, is an appliance for file storage and sharing in workgroups or small businesses. ----- Computer Reseller News October 18, 1999, Issue: 864 Section: News Cobalt Deal: Targets small- and midsize-business customers -- Gateway To Enter Server Appliance Arena Joseph F. Kovar techweb.com North Sioux City, S.D. - Look for Gateway Inc. to be the next entrant in the fast-growing server appliance market. Gateway, based here, last week signed an agreement with Cobalt Networks Inc., Mountain View, Calif., under which Cobalt will supply technology to enable Gateway to build server appliances for small and midsize businesses. Cobalt manufactures a line of server appliances and network-attached storage (NAS) devices.

To: bob gauthier who wrote (1491)	10/20/1999 11:02:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Thanks for the info bob. I recall in NTAP's last cc that one of the analysts asked Dan about DG/EMC's new NAS. Dan said words to the effect that he is not aware of any NAS product anywhere near complete from DG. When (if) we see a new NAS product, it will be interesting to see how it stacks up against NTAP. NTAP's products have been through several years of evolution that will be hard for anyone to match with a first release product, imo.