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

To: DownSouth who wrote (2365)	2/12/2000 3:51:00 PM
From: mauser96	Respond to of 10934

The latest print issue of Red Herring has an interview with the CEO of EMC. Some of his comments apply to NTAP also. The pricing for storage is very elastic. For every 1% decrease in the price of storage, there is a 4% increase in demand.Also they expect their customers to have 12 to 15 times more data to store and manage in the next four years. He then goes on to make the point that companies aren't going to want to hire 12 to 15 times more people to manage this, so automation (ie software) is going to become very important.

To: DownSouth who wrote (2365)	2/12/2000 4:19:00 PM
From: kas1	Read Replies (2) \| Respond to of 10934

DS, obviously you know a lot more about this than I do -- but isn't there some kind of provision for dynamic updates of the OS? I can't imagine that you'd be stuck with the same OS for the rest of the Filer's life. Those kinds of OS routines are, IMHO, easily hacked -- the only reason hacking them isn't common is that once you figure out how to hack it, there's a very small user base for you to hack (compared with, for example, hacking Win NT or Solaris security).