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


To: Cirruslvr who wrote (2040)1/9/2000 12:45:00 AM
From: mariner  Read Replies (2) | Respond to of 10934
 
In that case, allow me to say thanks for the entire report. Good of you to take the time.

Seems our NTAP's growth rate is being upgraded by more and more analysts of late. I also like the mention about working with Akami, however I don't see the cache biz as important as NAS for NTAP. Cache looks awfully competitive.

Wildcard: as the report mentions, EMC's entry. This will be interesting.



To: Cirruslvr who wrote (2040)1/10/2000 6:51:00 AM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
The Akamai deal is particularly interesting. You may recall that NTAP has been working with them for a while. (Another link in the value chain!)

netapp.com