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

To: Boplicity who wrote (5202)	11/20/2000 6:25:23 PM
From: tripperd2	Read Replies (1) \| Respond to of 10934

I also am enjoying the discussion. As a long term investor NTAP's recent price swoon doesn't bother me (very much). I am also technologically fairly illiterate despite spending far too much time on SI and other places on the web. I have read The Gorilla Game and Christiansen's book. NTAP thanks to DS's explanations and the above books is, along with QCOM the stock I worry less about than any other. They sell storage that is more reliable and cheaper than their competitors. With a slowdown definitely here I would think their cheaper alternative (NTAP's) would increase their market penetration as companies had to watch capital outlays more carefully. The only real threat to them is if some company comes into the market with a discontinuous innovation to replace their technology. DS is anything out there at this time? Regards, Trip

To: Boplicity who wrote (5202)	11/20/2000 6:54:43 PM
From: gooch_the_farmer	Respond to of 10934

Greg, YOUR VISION SEEMS REMARKABLE !!! STORAGE??, OPTICLE??, I WANT TOO SEE !! GTF PS I APOLOGIZE IF MY PLAGARISM Offended you in my POST to DS

To: Boplicity who wrote (5202)	11/20/2000 7:01:41 PM
From: gooch_the_farmer	Read Replies (1) \| Respond to of 10934

GREG, ?? PEER TO PEER (PtP)REQUIRES SECURITY, RIGHT ?? VRSN CHECKPOINT I'm at loss here WHO IS THE SECURITY GURU ?? You knew the STORAGE GURU was Down South countin' VOTES!! GTF

To: Boplicity who wrote (5202)	11/21/2000 2:06:08 AM
From: kas1	Respond to of 10934

the net will be like a ocean, or the air we breath, you just tap it, or breath it, send off your data and it finds it's own way with no need to have routers or switches for that matter Classic Gilderspeak. What does this mean? That every packet of data (and the future is certainly packet-based) will have an autonomous software agent, with full information about the entire worldwide IP network topology (imagine the size of those tables!), and this software agent will guide it on home to where it's going? I think that while possible, this is tremendously inefficient, and the only advantage is that it sounds cool. Why would you want every packet of data carrying a software agent, when the same task could be accomplished by boxes along the way? Economies of scale, you know. Why build a software router into every packet that passes point A, when you can just set up a simple hardware router at point A ? As for the metaphor about the ocean, the last I heard, you can't just will ocean water from place to place.