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

To: D. K. G. who wrote (4385)	9/13/2000 2:40:48 PM
From: tekboy	Read Replies (1) \| Respond to of 10934

From Briefing.com Network Appliance (NTAP) 110 11/16 +1 1/2: PaineWebber reiterates BUY rating and price target of $140. Firm sees new product announcement (F840 & F840c) as providing twice the raw storage capacity they were expecting; significantly closes the gap between EMC's 19 TB offering and does so with a performance advantage; stock remains firm's favorite storage play. tekboy@goNTAP!.com

To: D. K. G. who wrote (4385)	9/14/2000 10:35:20 PM
From: D. K. G.	Respond to of 10934

Suddenly storage is hot, and Michael Ruettgers' EMC Corp. all but owns the market. So why is he running for his life? Boom By Daniel Lyons forbes.com Very good article from forbes.com on storage, EMC and NTAP also........ September 11, 2000, Issue: 803 Section: TOP OF THE WEEK -------------------------------------------------------------------------------- Network Appliance Enters Enterprise Storage Market -- SYSTEM STORES 12 TERABYTES OF DATA; MULTIPLE APPLIANCES CAN BE CLUSTERED FOR FAILOVER MARTIN J. GARVEY Network Appliance Inc. makes its entry into the enterprise storage market this week with a system it says will provide the infrastructure companies need to move and manage information. But according to analysts, the network-attached storage vendor isn't quite ready to go toe-to-toe with the likes of Compaq, Data Systems, EMC, Hitachi, and IBM. Network Appliance's F840c appliance is big enough and functional enough to compete with the large systems of its rivals. It can store as much as 12 terabytes of data, and multiple appliances can be clustered for failover purposes. With a new operating system-Data ONTAP 6.0-the F840c delivers the latest storage intelligence available. Customers can take point-in-time snapshots of file systems, have instant recovery of information in case of an outage, and replicate data for remote mirroring. Network Appliance also markets a line of Web-caching devices that work with the F840c. Still, William Hurley, program manager at the Yankee Group, says the leading network-attached storage vendor may not be right for an entire storage infrastructure. Hurley says storage systems that read blocks of data, such as those from EMC and IBM, perform better than appliances that read files when it comes to backing up large databases. "Discrete reads of rich data in a block architecture can occur more rapidly than accessing, opening, locking, writing to, unlocking, and closing a file on every record update," Hurley says. Yahoo Inc.'s communications services group in Santa Clara, Calif., already relies on Network Appliance products for scalability. Geoff Ralston, the group's VP and general manager, says the company uses multiple appliances, including the F840c, for its E-mail service. Last quarter, Yahoo had more than 150 million users, many of whom were E-mail users, and Ralston says Network Appliance devices perform well. "We now have tens of terabytes on Network Appliance," Ralston says, "and we expect to scale to hundreds of terabytes." The F840c, which operates over IP networks, is priced at $318,900, or about 10 cents per megabyte. Competing high-end storage systems cost 15 to 60 cents per megabyte. Network Appliance also sells a lower-end F840c appliance priced at $110,700. Both are available now. iweek.com Copyright ® 2000 CMP Media Inc. Message 14381759