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To: Beltropolis Boy who wrote (1834)	12/14/1999 11:21:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

I'm going out on a limb, here. I expect NTAP to split again, if this price holds, in the May/June timeframe. Then, if we run up past 100 again post split, we will split again next December. NTAP does not like a price above 100 and it will need increasing liquidity. BTW, I discovered that EXDS is an NTAP customer. There was some discussion of both customers on the G/K thread, and the question was raised there as a point of interest.

To: Beltropolis Boy who wrote (1834)	12/16/1999 1:38:00 PM
From: pirate_200	Respond to of 10934

Chris, thanks for your response. I listened to last quarter's CC again, the whole thing is available on NetApp's website, and some of my questions were answered there: - Hardware roll won't happen till end of fiscal year, which means the announcements, performance numbers etc. won't be coming out till mid-spring, probably. - The synchronous mirror? stuff sounds like it won't be till the second half of 2000, but they say they will be releasing bits and pieces over the year. Like they had fibre channel available before clustering came out, the foundations of synchronous stuff will come out in tiers. Does that mean it is a software and hardware solution? - Sounds like the low-end cache device won't be till the end of the fiscal year also. I thought they said calendar year 2 CC's ago, but maybe I mis- interpreted. - Capacity will double by fiscal year end and will double again in 2000! Mendoza, the head of sales was extremely optimistic about futures. I really liked his comment about EMC's Celerra: "...if we lose a deal to the Celerra, we'll have to talk to our salesperson, because they must be doing something wrong." Paraphrasing, but it sounds head-to-head, they win against Celerra. They do differentiate between a Celerra and a Symmetrix, but the Symmetrix is more very highend deals. To me it is only 1/2 a solution because you still need a "head" for the Symmetrix, either a Celerra or another vendor's server to act as the host. This is my big problem with EMC, they don't sell the whole solution, only part of it. If NetApp and Brocade use their collective talents to merge NAS and SAN, I don't see how EMC can survive with their current business model. Looks to me like they will have to dramatically slash prices and mess up their whole margin structure. I've heard people tout EMC saying NetApp's days are numbered when EMC finally concentrates on it, I think the opposite is true, EMC is much more vulnerable.