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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (49570)	8/21/2000 11:44:02 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 63513

Everybody loves the company and the products. I'm in the stock but I don't have much to say about it because I barely know what they do... but my understanding is this is a storage engine which has none of the complexity of setting up the EMC or Sun alternative. Since outsourcing is coming for enterprise NTAP seems like the biggest equipment beneficiary, I believe the product mix is different since the outsourcers buy a whole bunch of these NAS devices vs. your in-house IT dept is more likely to buy a Sun server. Anyway last qtr wasn't a huge blowout apparently but they have a cisco guy at the top so he is conservative. Today they are up because they got a deal for Deutsche telekom. You might want to ask Gary about them, he seems familiar.