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To: Boplicity who wrote (4663)	9/7/2000 12:22:50 PM
From: T L Comiskey	Read Replies (2) \| Respond to of 13572

NTAP up a good 9 points...from the thread o: DownSouth who wrote (4248) From: Mehitabel Thursday, Sep 7, 2000 11:12 AM ET Reply # of 4257 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"