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

To: Boplicity who wrote (4636)	10/2/2000 1:46:11 PM
From: riposte	Read Replies (1) \| Respond to of 10934

EMC: Poised for more good times? From cbs.marketwatch.com URL: cbs.marketwatch.com During the past decade, the company's stock soared an eye-popping 80,575 percent and EMC solidified its position as the No.1 provider of software and hardware for computer data storage. Now, the question confronting EMC is: What do you do for an encore in the new decade? [SNIP...Mention of NTAP:] And in one niche of the business, known as network attached storage, EMC lags behind Sunnyvale, Calif.-based Network Appliance (NTAP). Network attached storage refers to storage connected directly to the network rather than server computers. Aging player? Network Appliance portrays EMC, incorporated in 1979, as an aging champion vulnerable to a challenge from a younger, more nimble contender "EMC's roots are in the mainframe world," said Adam Trunkey, a Network Appliance spokesman. "Network Appliance's roots are in the Internet. We truly understand storage networking much better than EMC does." For their part, EMC executives are skeptical of the competition's claims. They said in recent years other companies have made perennial announcements about taking on EMC, but so far nobody's made much of a dent. EMC executives said a combination of impeccable customer support and heavy research and development spending--$10 billion over the next five years-will keep EMC on top. [REMAINING TEXT DELETED...]

To: Boplicity who wrote (4636)	10/2/2000 2:48:00 PM
From: riposte	Respond to of 10934

Fortune's 100 Fastest-Growing Companies fortune.com Ten Stocks: The Best of the Bunch The Builders fortune.com\|52515,00.html The Builders Creating the building blocks of networks--from wireless to the Internet--has been a lucrative area for companies and investors. Two builders are particularly well positioned: Network Appliance (No. 4) and Solectron (No. 73).

To: Boplicity who wrote (4636)	10/2/2000 11:50:58 PM
From: kas1	Read Replies (1) \| Respond to of 10934

OT on B2B I own both PPRO and CMRC since I like the rev. sharing aspects compared to ARBA As a former investor in both CMRC and ARBA (who got burned in the spring), let me share a small insight with you that it took me a little while to realize: buying C1 over Ariba because of their pricing is a bit like buying stock in Rolls-Royce because of its pricing. That is, higher pricing (and in effect C1's pricing is higher) is a double-edged sword. It is a big source of potential revenue -- but only POTENTIAL revenue. Higher prices are a big turnoff to many potential C1 customers. Especially damaging is this thought-result: the customers who will find C1 solutions least attractive are exactly the customers C1 needs to get to succeed. The bigger the deal flow thru a system, and the more cash the system's backer has in its pockets, the more likely that they'll go for the Ariba product over the C1. It would seem only the cash-poor system backers, with not much expected deal flow, would go for the C1 product. This is just the result of simple cost-benefit analysis on their part. FWIW, I own neither ARBA nor CMRC (nor FMKT) nowadays, and have gone back to focusing on what's under the hood of all B2B commerce: storage and networks.