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To: DownSouth who wrote (5185)	11/20/2000 12:34:39 PM
From: Boplicity	Read Replies (2) \| Respond to of 10934

re: Because none of them have the rights to use the innovations that cause NTAP's technology to provide higher performance, higher reliability, simpler operation, and larger scalability per $ of total cost of ownership. Are you saying no company will be able to develop higher performance, higher reliability, simpler operation, and larger scalability per $ of total cost of ownership, to use your words? I hard time accepting that. re: Forget this NAS leader stuff. It's a storage game now. NAS is just a connectivity technique. The game now is who can provide the most for the least on the storage side of the network connection. NTAP has at least a 2 year lead by that measure. Why can't they close the gap? Some of the brightest minds in the technology are with-in the halls of those companies. re: For years all of the box makers and EMC tried to fight off NTAP and Auspex by criticizing the NAS architecture. Now they are rushing to provide products of the NAS architecture. None of these products have the price/performance of NTAP's disruptive ONTAP/WAFL/multiprotocal software platform. Why can't they make them so they do? How is DELL able to win a contract of the Navy size without having the above? re: And now NTAP is changing the rules of the game with its "end-to-end content management" layer of capability on top of the filer and cache platforms. ah now we are getting somewhere. Yes I know NTAP's software is big part of the picture. But, why can't they also do the above? re: I don't mind your questions, but I am a bit shocked that after these many months you are asking NTAP 101 quiz questions. I'm not buying it that's why. re: Perhaps movement of the stock price in the TA context is more important to you. I'm sick of hearing that DS. If you all do not want to hear a voice that is questioning, then so be it! "Even Greg" ridiculous. Where did I mentioned TA in the my last questions to you today? Maybe someone that comes along with fresh eyes will be able top see the picture clearer. I'm not saying I'm that person just making a point. I have another question. Can you list the negatives surrounding the NTAP story. In other words what could trip them up? Greg