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 : VeriSign (VRSN) -- Ignore unavailable to you. Want to Upgrade?

To: Patriarch who wrote (876)	1/20/2000 7:17:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 1285

Pat-- OT about NTAP First, will gladly share conference call inf whenever I have it. Second, re NTAP. I have about 30% in NTAP, so am not buying more right now. However, have urged my son to buy more even at today's price. This is based on the following research from Multex.com. 1. Merrill Lynch, a free report dated 11/16: "growth is accelerating as the filer crosses the chasm. ... Filer growth is accelerating. Increased brand recognition and improved sales productivity." Also a reference to a "tornado of demand" beginning 2. Deutsche Bank, paid report dated 10/4: increased market acceptance of appliance concept. Going mainstream. Expect the NAS market to continue to expand rapidly. very strong demand drivers are in place to support current growth rate (which was 90% last Q). Ntap has gained share as others have lost it, in 1998 NTAP market share was 40%. Results over past 2 years have been strong ad consistet. For 8 quarters, growth has been between 70-80%. 3. Salomon Smith Barney 12/1. NTAP as 46% market share. NAS filers have been quietly increasing their features/ functions, and have migrated into the data centers of many corporations. Went from SCSI to Fiber channel. This has enabled NTAP to triple its capacity from .5 terabyte a year ago to 1.5 terabytes today. Will offer 3 terabytes by Q1 of 2000 ad 6 by the end of 2000. Dataquest estimates the overall NAS market will grow from 562m in 1999 to 6.7B in 2003, 75%/year Caching market (commoditized) to grow from 59.4m in 1999 to 1.2B i 2003, 113%/yr NTAP is clear market leader in an exploding market. At least a one-year lead over the competition, clear roadmap to keep #1 position; top notch management; upside to estimates 4. Prudential 12/8 free report. market is increasingly embracing NAS. Market is polarizing, with strong players getting stronger. NTAP well positioned to exploit growth opportunities. Current growth trends remain strong. Assuming 80% growth for 2000. Earnings estimates are conservative, with additional upside to 2001 estimates. NTAP's growth as recently accelerated as a result of increased market acceptance of NAS, and acclerated growth in caching business. 5. Prudential 1/7 free report. Read this! "North American Sales 'on fire'. If current trends hold, NTAP could maintain or even accelerate its 90% growth rate from last Q. Sales cycles are accelerating. There's lots more there, Pat, all of it good. I really recommend the multex reports. Many are free, and they all help to understand the position NTAP holds. Let me know what you decide! :^) regards