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

To: DownSouth who wrote (1946)	1/2/2000 8:35:00 PM
From: pann1128	Read Replies (2) \| Respond to of 10934

OTOTOT Hi Downsouth, In Gilder's latest report, he added NOVL to the portfolio. He mentioned that it fit very well into the new "storewidth" paradigm. He's predicting an explosion in directory servers and cache servers. NOVL is well positioned in directory servers and making good headway in cache servers. Since you have industry experience in the software/hardware for servers, I am curious if you have any knowledge about NOVL. If you do, what's your take on Gilder's take? Seems like they are teaming up with SUN, and have ex-Sun CTO Eric Schmidt as their CEO. I have not done enough research to determine if it is a potential Gorilla or King, so it may be something that does not interest you. Would appreciate any information/insights you can provide. Thanks, Piyush