Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Z Analyzer who wrote (7433)	11/28/1999 6:46:00 AM
From: Ron M	Read Replies (1) \| Respond to of 9256

Z: I heartily recommend your recommendation to read the Gilder Report. A couple of additional quotes that seem to portend the continuing attention of Gilder to this group. "Dumb networks and stupid storage will become the smart solution for the new millennium." He goes on to say that when looking at the next five years....."At the same time, storage, long a cheap peripheral, is expected to account for over 75 percent of all expenditures on computer hardware during this period." The question remains, Where does Gilder see the ascending technologies in storage? Ron

To: Z Analyzer who wrote (7433)	11/28/1999 11:50:00 AM
From: Sam	Read Replies (3) \| Respond to of 9256

So where do we get a copy of Gilder's report? I suppose he must have a web site. I'll go looking. Here is an article on entry level NAS boxes. Sales are booming, they say. And who does the article profile? DSS, WDC, and Maxtor. Hmmm, I seem to have heard of those guys before. Me too, me too. Gee maybe they can wreck still another market. From Computer Reseller News: techweb.com

To: Z Analyzer who wrote (7433)	11/28/1999 4:32:00 PM
From: TEMFASSBAL	Read Replies (1) \| Respond to of 9256

Hey Z, << he'll focus on stocks a little more reasononably priced than Network Appliance at 200 times earnings. -Z>> On the surface it seems a little rich doesn't it but in my third read of the the Gilder "Storewidth" piece this little tidbit got me thinking about NTAP a little more seriously even at these levels... "With a market cap of $7 billion, NetApp is hardly the undiscovered country, but the $250 million market of which it deservedly owns 42% today is estimated by just those sort of analysts who always underestimate the growth of the net to reach $5 billion in three years." The math isn't even tough...if you believe the growth projections and believe they can hold share (don't even want to think about a share growth scenario) this is one interesting situation. Tim