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


To: Mehitabel who wrote (1494)10/20/1999 5:17:00 PM
From: HDC  Respond to of 10934
 
Mehitabel, Hi! Thanks for the reply. You gotta love the storage market!

I wonder how much of this 5.1 billion will be "high end" which if NTAP's market (versus low end work group NAS devices from Procom, etc.).

You might want to listen to the EMC CC on www.vcall.com. In the Q & A session, EMC said that it will probably be next year before they have a NAS product from their Data General acquisition. They plan to still use Calera as their "High end" product and DG products for the mid range market. NTAP competes very well with Calera and recently won the business at Honda following a one-on-one competition with them.

Best,

Duncan