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.

Technology Stocks : StorageNetworks, Inc. (STOR) -- Ignore unavailable to you. Want to Upgrade?

To: tech fool who wrote (71)	9/7/2000 10:02:03 AM
From: The Other Analyst	Read Replies (1) \| Respond to of 187

The definition of a pioneer is the fellow lying face down in the dirt with an arrow in his back. Yes, the article says nice-sounding things about the space and STOR's pioneering role. In terms of its tone, it is not negative. But in terms of its CONTENT, it seemed to me very negative. To wit: 1. Fortune 1000 firms are not buying it. Mostly the dotcoms are. (If the big companies with their own storage capabilities are not interested, then the storage utility market will be a lot smaller than otherwise.) 2. The 2003 market size estimate the author quotes of $5.5 billion from IDC is less than STOR's market cap of near $10 billion. 3. Many other companies are coming in (and he makes this not as a theoretical point--he names names.) Thanks for pointing out that the article was not so negative in tone. You are correct there. Now do you see it as a negative article?