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

To: dwayanu who wrote (3498)	6/14/2000 11:24:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 10934

Thanks for your perspective and the snippets, dway. I like your perspective. The fact that EMC did not drop today and NTAP did may indicate that the NTAP drop was prompted by something else, like the Orca purchase. In any case, NTAP is on sale, imo.

To: dwayanu who wrote (3498)	6/15/2000 5:34:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 10934

Orca, huh? wasn't that the dinghy in Jaws? with 20 new engineers on board at $2.5 mil a pop ... www2.bc.edu (but you boys on the board might like this one better ... www2.bc.edu thanks for those tidbits just the same, dway. here's another snippet from GS. personally, i'm not familiar with VI, but of course, that doesn't mean jack. need to hit the books here. ----- Goldman Sachs June 14, 2000 ORCA HAS HIGHLY RESPECTED VI ENGINEERS. Our conversations with storage industry sources suggest that Orca's team of software engineers is highly respected for its knowledge of VI technology. Generally viewed as most applicable for clustering, the Virtual Interface (VI) Architecture defines an open industry specification for an interface that provides low-latency and high-bandwidth communication between servers and storage devices. Our understanding is that NetApp will be taking VI technology from Orca and using it to develop future NAS products in which communication between memory and other devices bypass the operating system, resulting in much higher performance. NetApp is intending to be a strong proponent of this technology, with its early work in driving VI's adoption providing it with a time-to-market advantage. First products from NetApp that incorporate this technology are expected to arrive in the mid calendar 2001 timeframe. NETAPP'S VI WORK WILL BE COMPLEMENTARY TO ITS OTHER INITIATIVES. We think NetApp's efforts to drive adoption of VI for improving memory communications performance are complementary to NetApp's other initiatives, including products that could potentially use fibre channel switching devices to connect the file system to the actual disk arrays. As we have noted several times, the storage market is complex and segmented, with no one solution applicable to all situations. NetApp's work in driving VI adds to the improvements that we are seeing in the NAS market, with products that are increasingly database-capable.