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

To: DownSouth who wrote (4248)	9/7/2000 9:21:11 AM
From: hospitalman	Read Replies (1) \| Respond to of 10934

DS You say "ntap is not for sale." With all due respect, unless ntap has some special circumstances to stop it, as soon as someone comes along with the right price, ntap will be for sale. Many of us over on the sdli thread used to say and hope that sdli wasn't for sale. $41B changed everything. Ken

To: DownSouth who wrote (4248)	9/7/2000 11:12:55 AM
From: Mehitabel	Respond to of 10934

Hi all. Salomon Smith Barney report on NTAP free at multex that is... free, no charge etc multexinvestor.com titled "Network Appliance: Hitting the Sweet Spot" this is a long report, 32 pages, covering the market, NAS adoption projections, NTAP product strategy, competition, nice graphics, etc. some highlights: (sign up and get the whole thing if you can) * market projections from Dataquest are for market to grow 64.5% CAGR from $686 million in 1999 to $8.3 Billion in 2004 (NTAP has a 60% market share). Caching to grow to 2.9B in 2003 from $114m in 1999 high end NAS market projected to grow by 87% and 80% in 2000 and 2001 respectively. * NTAP filers have quietly been increasing their features/functions and migrated into the data centers of many corporations and ISPs such as CSCO, Yahoo, TI, Mot, British Telecom and Deutsche Telekom * NTAP "is in a class of its own" and has at least a one- year tech lead over competing products. Has a clear product roadmap to stay in the #1 position in its market for years to come * detailed discussion of products and comparison to competition (hint: NTAP wins) * NTAP software is a key differentiator * DFAS product should be available by summer 2001, will greatly expand the capability of NTAP filers. Biggest implications will be in database apps * SSB believes NAS will have a very strong future, and that the adoption rates of both SAN and NAS will unfold more quickly than has been projected * NTAP products are well positioned in a technologically demanding market. NTAP current product road map will enable it to continue its robust revenue growth trajectory. NTAP is in a strong position to offer an end to end system for content delivery and management. * SSB believe NTAP "has never been in a stronger position"