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

To: DownSouth who wrote (4712)	10/15/2000 8:44:56 PM
From: Mehitabel	Read Replies (2) \| Respond to of 10934

Hi DS. Just finished listening to VRTS conference call, where they said the following about their "storage appliances" >have had very positive reaction to these >expecting to ship a major new release of a NAS filer server in Q4 >this filer offers better backup, availability and scalability than "the leading storage appliance" >are establishing partnerships with resellers and SPs to deliver a "complete appliance experience" for customers >will be positioned at the hi end NAS market, directly against NTAP >asked how they intend to go up against NTAP, said: we're not going directly at NTAP. Going to go after customers and resellers. Going to offer more functionality at a lower cost. I'm sure this question will be asked at the NTAP conference call and (am I getting too cynical?) I think I know what the answer will be, the same stuff they give when asked about EMC: a) we aren't seeing VRTS and b) our real competition isn't other NAS vendors, it's server-attached storage I knew there was competition coming, and haven't been particularly worried. But I wasn't aware of VRTS plans to compete in this space, so I find the worm of doubt gnawing a little. Have no idea how NTAP will compete with them, tho I do know NTAP is already working on their next-generation NAS, so VRTS might stay behind. I'm posting this to see if you have another answer, maybe add something to the picture, a little "granularity", perhaps <G>. thanks for your reply regards