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To: unclewest who wrote (19594)	3/9/2000 11:11:00 AM
From: slacker711	Read Replies (1) \| Respond to of 54805

i am just reading about the motorola timeport P8167 with color screen and "organic electroluminescence technology which should help with the drain on battery life" in pc computing magazine... is anyone up on this? could this be PANL technology? It's interesting that you found this....I was just looking at the MOT website today trying to figure out if the blue display was LED based. I cant vouch for all of the info here....but this seemed to be a pretty good explanation of the differences between PANL and CREE's approaches. boards.fool.com Slacker

To: unclewest who wrote (19594)	3/9/2000 11:40:00 AM
From: sbaker23	Respond to of 54805

Not PANL--Pioneer makes Motorola OLED's via licensed EK technology. See today's IBD: investors.com EK licensing partners: kodak.ch

To: unclewest who wrote (19594)	3/9/2000 11:41:00 AM
From: mauser96	Respond to of 54805

The cache market could turn out to be very big for Network Appliances. I just finished reading a interview with the CEO, Dan Warmhoven, published in The Wall Street Transcript. The NAS market ($560 million in 1998) is growing 60% a year, and NTAP has a 41% market share. The internet cache market is only about 1/5 the size of the NAS market now, but is growing much faster, expected to grow to several billion $ over the next few years. Mr. Warmhoven said this growth "exceeds 100%" a year. Reading between the lines, I get the impression that it might exceed 100% by a substantial figure, but that he didn't want to be quoted on this. NTAP is tied for market share lead at 28%. He says that he considers NTAP to be the disruptive technology, and thus sees little risk of another disruption anytime soon. He also said they are "actively addressing" opportunities in SAN. He believes that the biggest threat to the company is one of execution, and handling the rapid growth. He thinks the stock price isn't overvalued, and that he "would expect to see our p/e-to-growth-rate move up" (the interview is a month old so I don't know what he would say today). He also says they try to model their business after Cisco, and have 3 directors that are active at Cisco.