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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (9938)	11/8/1999 8:24:00 AM
From: DownSouth	Respond to of 54805

Want to thank LindyBill for his thoughtful analysis of Q and momo. RE: NTAP. An informative post from an AKAM and NTAP user on the NTAP thread: To: HDC (1563 ) From: sws2001 ( Ignore ) Sunday, Nov 7 1999 11:30PM ET Reply # of 1568 Not replacing but using NTAP and AKAM The NTAP 720 filer is positioned within the datacenter. All of a WEB site's content is stored. The content can be databases (e.g. Oracle or SQL ), image, HTML or PDF pages. NTAP allows for multi-protocol access (e.g. UNIX and NT ) A Web site would use AKAM to distribute parts of STATIC content to locations around the world (e.g typically images) The purpose of this is reduce the need to go back to the WEB site at the datacenter. The WEB content company would need less server power and less data access power of its primary site. However dynamic information must be created at the Web site each time. For example an EBAY query is dynamic or your banking transaction data is dynamic in nature. These are not good candidates for AKAM. Some banner pages and static image/gifs are good AKAM candidates. The Elvis graphic described here would not be constantly accessed from the NTAP. It most likely would be in some cache memory. The keypoint of this article is that images, which are STATIC data being served by AKAM, not content!! This is typical of many NET articles; how people who do not fully understand the technology. AKAM is not a competitor to NTAP or IIS. AKAM is a value added product. The data is stored on a NTAP; is must be served via IIS or Apache web server. So AKAM is not a replacement for storing all data or serving all data but a performance boost accessing STATIC data across the world. As I understand the article, the author will use NTAP for storage and AKAM to minimzie browser access to images. I am an IT manager of a Web search service; use NTAP 760 and long term NTAP holder

To: Apollo who wrote (9938)	11/8/1999 12:57:00 PM
From: Joanne Fishman	Read Replies (1) \| Respond to of 54805

JDSU was positively mentioned yesterday at investor's forum in San Diego by Arun Veerappan, semiconductor and communications analyst for Robertson Stephens. To Mariner, Tekboy, Unq, LB and all the others on this thread who have been so helpful since I've been reading posts over the past few months...Thank you. Thought you might be interested in some of Arun's comments re. JDSU. (Please keep in mind I am not technically oriented.) He gave the big picture first: (1) Communications is the growth engine of the semiconductor industry, displacing the computing sector. And, (2) Optical IS the Internet Age...DWDM is the key bandwidth enabler (positive mention JDSU here with "first optical breakthrough--EDFA"). He discussed wireline sector (as opposed to wireless sector) and warned to be wary of "everything closest to the user, ie., modems, computers, because there is big unit volume but short product life. He favors the wireline core, deep inside the network--small unit volume but long product life-cycle and high profitibility. Here he likes JDSU, PMCS, CNXT. He described JDSU (along with PMCS and AMCC) as an internet age Emperor. An emperor, he says, "initially dominates one market. Then it leverages its strength to enter adjacent markets and dominates...A company moves from a kingdom to an empire as it captures more (territory)." Re. the announced OCLI acquisition, he says the combination is "excellent" and that JDSU is "landgrabbing technologies needed to play in this arena five years from now." A question: If JDSU is an Emperor is it also a Gorilla or still a King? Again, to all, thanks for your wonderful posts. --Joanne