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

To: Gregory Rasp who wrote (2228)	2/1/2000 1:38:00 AM
From: dwayanu	Read Replies (1) \| Respond to of 10934

EMC that they could have an NAS product for sale by the Spring. From 1/27 Merrill research note: "...We believe the company will debut its standalone network-attached storage (NAS) product (acquired from Data General) in spring. Management is turning its focus to NAS to compete with Network Appliance. Celerra sales in 1999 were approximately $300 million but those figures include the required Symmetrix systems. EMC will tout its service capability as a key differentiator, but if the storage market moves to NAS, we believe it's not a good thing for EMC." BTW, Merrill's research notes are available publically. Go to mlol.ml.com and sign up for the 'Free Research Trial'. - Dway