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To: JDN who wrote (35447)	9/18/2000 3:18:54 PM
From: Lynn	Read Replies (1) \| Respond to of 64865

OT OT re NTAP: Dear JDN: Maybe this section of a posting by DownSouth (who used to hold CPQ before moving into NTAP) will help: "Remember, though, NAS is not disruptive! It's NTAP's network appliance approach that is disruptive: 1) the ONTAP OS, written from the ground up to serve data; 2) the WAFL file system, part of ONTAP, and very innovative in the way it writes data, manages data blocks, manages RAID, creates SNAPSHOTs, preserves data integrity with NVRAM; simplifies sys admin; and provides clustered fail over with two filers working as hot, active backup systems. If EMC announces disruptive innovation or an answer to NTAP's DI it will not be in the form of a re-packaged system based on UNIX/Windows file systems; RAID 1,2,3,or 5; or the ability to connect to the network. DI will be in the form of a new OS and the dis-integration of the file system. I don't think we will see that from EMC, SUNW, or any of the big players. Even the small players are using Windows or some form of UNIX." I think NTAP is a great company and expect to hold my shares into the indefinite future. BUT I think buying NTAP right now is only a good idea for active traders who can get into and out of it fast. On April 14, 2000 NTAP hit 50 on its slide from down 124. Today, it is up over 9 at 127 1/2. This is nuts. Regards, Lynn Edit: Here's an NTAP thread posting on Gilder's comments about NTAP last week. Gilder speaks, some people leap: Message 14402791

To: JDN who wrote (35447)	9/18/2000 8:52:19 PM
From: briank	Read Replies (1) \| Respond to of 64865

Dear JDN OT OT NTAP's Success mainly comes down to the fact that it has better technology than the others. As a matter of fact I've heard it referred to as "disruptive". I am not a storage expert so we'll have to let those more knowledgeable than I on the NTAP thread defend it but I believe is not the hardware rather it's their OS and the functionality it provides that is superior to the others. Setup or installation supposedly takes hours as opposed to days or weeks for EMC's solutions and Administration cost are much lower. In addition, the initial cost per gig of storage is 400 - 600% lower than EMC's. They just announced a new filer model 840 which scales to 12 Tb (EMC's turf). It will be hard for EMC to defend their market without cutting into their margins. A number of their board members and management team are from Cisco - they know what it takes! The Network storage industry is seeing explosive growth. Gilder Likes it - Made some positive comments on Friday. EPS growth rate 500% siliconinvestor.com Been lots of discussion on G&K, Ntap, and Fool threads. The PE doesn't bother me since at the rate they're growing they'll grow into it soon. Hope this helps………. briank