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

To: Gregory Rasp who wrote (3123)	4/18/2000 9:50:00 PM
From: Lynn	Respond to of 10934

Dear Greg: Now that you mention it, a figure of 46% does ring a bell. It might have been in a ML research report by Steve Milunovich. I'll look around at ML's site tomorrow morning and let you know what I find. Right now I'm going to bed [tax due check writing exhaustion]. Regards, Lynn P.S. Yesterday was Patriot's Day in MA. All government offices were closed, including the IRS branch in Andover :))) This gave everyone who files through Andover an extra day.

To: Gregory Rasp who wrote (3123)	4/19/2000 11:13:00 AM
From: Lynn	Read Replies (1) \| Respond to of 10934

Dear Greg: I took at look at ML's site and can not find the NAS market share information for NTAP. Maybe I shall stumble on the information later. For now, here is part of Steven Milunovich's February 16 report once more: NAS is ready now, SANs are not. The company correctly points out that today?s SANs limit buyers to products from one or two companies. In contrast, NAS avoids the interoperability issue by accessing files through standards such as Ethernet and NFS and CIFS file systems. NAS is so simple to deploy that customers can trial the product before buying, a relatively difficult chore with SANs. Increasing data volumes and complexity are causing many companies to consider outsourced storage from vendors like Storage Networks. NAS could well be a fixture among such service providers. Increasing NAS adoption and the stock?s rapid increase are attracting attention from the usual suspects. HP and IBM have announced products while EMC and others will do so in the first half of the year. Although NetApp stands to lose some sales to incumbents, the increased attention will help NAS awareness. The company?s name is synonymous with NAS and the number of deals where NetApp is considered will increase. EMC touts its service edge, but NetApp is attempting to eliminate the issue by growing customer and professional services at two and a half times the overall company growth rate. We increasingly view NAS as a disruptive technology. The growth of the category is likely to more than compensate for increasing competition. Regards, Lynn