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

To: DownSouth who wrote (4594)	9/26/2000 8:09:51 AM
From: riposte	Respond to of 10934

JOB OF THE WEEK ======================================================== (from the 09/25/2000 SearchStorage.com e-newsletter...) Company: EMC Title: Network Attached Storage Sales Representatives Location: Chicago, IL Description: Have you sold $1+ million in networking products (hardware or software) to the Storage industry? Do you have a proven track record in selling to the Network market? Do you rank in the top 10% of your current sales team? We're looking for an aggressive individual who has achieved their sales quota for the last 5 years. We have 3 openings in Chicago. Selected candidate will develop and maintain a sales account plan in conjunction with management goals and strategies obtain approval and provide approval of plan. Qualifies opportunities, establishes customer commitments, obtain purchase orders and follow through on delivery and installation. EMC has had the stock of the decade with an 80,000% growth rate over the last ten years. Employee stock purchase plan available, major medical, dental, vision and 401(k). Qualified candidates please send your resume to: Joe Bermea Bermea_Joe@emc.com 773-756-3118

To: DownSouth who wrote (4594)	9/26/2000 4:30:54 PM
From: Boplicity	Respond to of 10934

15:14 ET Network Appliance (NTAP) 126 -4 7/16 (-3.4%): -- Update -- Commenting on new EMC Corp (EMC) storage product, Chase H&Q says it believes product will be central to EMC's strategy to grow its network attached storage (NAS) business and will help improve its position relative to market leader Network Appliance. 14:52 ET Network Appliance (NTAP) 130 3/16 -1/4 (-0.2%): Stock retreats 7 1/2 pts from its intraday high. Traders attributing reversal to product introduction by EMC Corp (EMC). Network Appliance (NTAP) 127 49/64 -2 43/64: -- Update -- Merrill Lynch resumes NT BUY/LT BUY rating and price target of $185; says company's software delivers unique enterprise class functionality and appliance; like ease of use.

To: DownSouth who wrote (4594)	9/26/2000 9:38:24 PM
From: Boplicity	Read Replies (1) \| Respond to of 10934

DS, Let me have some liberty here before you chop off my head. <g> Here it goes. It obvious that the growth area in computer hardware is storage as the focus continues to move away from the client sever model to the network. MSFT new high end server software release this week pretty much cements it. Since the need for storage is going to be large I see a commodity market happening in the storage sector. There is no way the assemblers DELL, CPQ, and HWP etc. will NOT want to have piece of this pie particularly en-light that their bread butter revenue generators are becoming less and less important. To take the network to the extreme once the broadband role out is further along, I see a day where a local hard drive will not be even needed. I also see the evolution of an open system for storage to where the software that NTAP has will become less important. Now that last statement could be avoided by NTAP if they were to license their software or sell it to the assemblers. Here is my question, do you see the day NTAP become a true software company, to were they sell software into the mid to low high end storage area where the bulk of the storage needs will be needed and PC manufacture particularly DELL shine in assembling, and focus instead on the high end as a hardware provider? Greg