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.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (15071)	4/19/2000 9:04:00 AM
From: candide-	Read Replies (1) \| Respond to of 35685

Good morning Volt, what's this you telling folks I kicked your butt in golf...not true, I know I lost more balls and scored higher...oh, maybe a higher score is better? Looking forward to our next outing, best regards, C-

To: Voltaire who wrote (15071)	4/19/2000 10:52:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

QCOM CEO Jacobs is realllly up next on CNBC <eom>

To: Voltaire who wrote (15071)	4/22/2000 12:01:00 PM
From: altair19	Read Replies (2) \| Respond to of 35685

on NTAP....I had a chance to crawl through the paper on competing technologies of SAS, SAN and NAS. The conclusions are solid that Network Appliance is well positioned in the NAS market. Although EMC currently dominates the SAN market and is making moves towards NAS....there will be tons of room for both technologies...this isn't a shoot out situation. From a different angle, I would look at the alliances and partnerships that EMC and Cisco are starting to form with consulting firms likes of KPMG and E&Y. They are creating these mega Knowledge Management systems. Companies in E-Commerce will not be as concerned about price in this market, ...they want "bullet proof" and are will to pay for it. Knowledge will continue to be built into people's work, be it a sales person, supplier, customer or folks internal to the enterprise. What ever "backbones" for storage systems that work the fastest, and can get useful intuitive information to people any time, any place will be the ones that get chosen. You are right about the next 5-10 years being the "years of storage". Like any technology, it will become commoditized over time so size and brand will count in the long run. I am not familiar with NTAP's management team. I do know EMC's and Cisco's. These folks are aggressive and have a sustained track record for growth. Also it's harder to tell how Compaq and IBM will fare in this market in that it's not their core business. Thanks for sharing your thoughtful analysis... very useful. Altair19 (his knowledge management systems consists of piles of 3M stickies, note paper, piles of business cards and highly fragmented hard drives)