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

To: DownSouth who wrote (1821)	12/11/1999 4:10:00 PM
From: tensforme	Read Replies (1) \| Respond to of 10934

downsouth - i am very new to NTAP and network storage in general. I am just now learning the technology and the different companies involved. ASPX was mentioned by Gilder, even though not more than a sentence or two. I think he remembers the company that "was." Of course, if you have read gilder's newsletter (which I have about 3 times now) NTAP is his pick in the network storage space. And he absolutely pans fibre channel as a "short term solution." Again, with ASPX I was just wondering if there were anything "salvageable." If the best people have left, I guess not. I see rapidly declining sales - not a good sign in a business which is growing by 50%+ a year. also, I would be interested in input from all the NTAP faithful - any there any other companies on the horizon, such as cache flow and inktomi, which pose a serious threat to ntap's dominance? if so, in what area - storage or cache? emc is in a different area of storage - this i have learned from one of you. and sun does general server stuff, not appliance serving - am i correct? what about e-mail serving? in one of the executive interviews "e-mail" was mentioned as having huge potential for specialized serving. since i am a new investor in NTAP, i have an unbelieveable motivation to learn about the Company and its competitors. There is a lot of money on the line. And not having a technical background in computing or engineering or electronics ( i'm an english major) this is no easy task. I did receive NTAP's annual report this past weekend. Very impressive - and I found it interesting that cacheing is projected to play a more central role in the company's future. Surpassing storage in a few years. I would be interested in anyone's take on inktomi. i hear so much about this company (and have profited nicely from them). how do they match up against NTAP? (I hope not well since I've sold all my INKT stock). thanks in advance and I appreciate all the excellent posters in this community. I'm in for the long haul - many blessings to all! Charlie R.