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

To: DownSouth who wrote (3312)	5/18/2000 2:29:00 AM
From: tekboy	Read Replies (3) \| Respond to of 10934

DS, At an event this evening I sat next to a guy who turned out to be a tech VC. Since one of his shop's recent investments had been in a storage company, I pressed him for his views on the sector, etc., using the little I've picked up from y'all to bluff and make it seem like I knew something. He was very positive on NTAP (felt it was clearly a more forward-looking bet than EMC), and said it should be a great investment for years to come--as would practically every good company in the sector, which was growing exponentially. But the most interesting part for me was his take on the longer-term future. I pressed him to specify what the discontinuous innovations might be that would make NAS obsolete, and he said there were three things on the distant horizon I should know about: online storage, optical storage, and fractal storage. The last was way way off, he said, and even the second was not in the cards for years. But online storage would be the thing that eventually (several years?) would disrupt current practices. Pressed for firms, he mentioned Driveway, X-Drive, and I-Drive (those are from quick notes scribbled between glasses of vino, so they may be off a bit). Your thoughts, in terms a carpetologist (or a policy wonk, for that matter) could understand? tekboy@partytalk.com