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To: DownSouth who wrote (5665)	12/18/2000 11:16:36 AM
From: HDC	Read Replies (1) \| Respond to of 10934

DS, Hi! Below is an section from a report today from Saloman Smith Barney. Dan W. was on a conference call an discussed the state of the business. SSB does good work. Here is the section: "The first order of business was to point out that NetApp's business has accelerated since EMC's new Chameleon NAS offering was announced. NetApp pointed to EMC's marketing efforts as an advertisement for the importance and attraction of NetApp's products. NetApp compared EMC's Chameleon to its mid range F760 Filer, which NetApp pointed out was about 2.5 year old technology. Chameleon offers 3.6TB of storage, the F760 offers 3TB. NetApp highlighted other feature similarities. Keep in mind that NetApp recently released its new F840 Filer, or next generation architecture which can currently scale to 12TB (soon to be 24TB). NetApp also seems poised to release refreshed mid range and lower end products, as is typical for NetApp upon a new high end product rollout. We believe that NetApp will be releasing these new products, as well as increased software functionality, including new software products, in early 2001. We believe NetApp's new products will focus on more comprehensive support for full fabric SAN connectivity. Note the convergence of SAN and NAS." Dadtabase is another hugh area of strength for NTAP. It was 20% of bookings last qtr vs. 16% the previous qtr. Hope this helps, Duncan

To: DownSouth who wrote (5665)	12/18/2000 11:47:22 AM
From: Allegoria	Read Replies (1) \| Respond to of 10934

Eric, why are you looking at SAN and NAS as separate markets? DS, for obvious reasons. It is not me who is talking about them as separate markets, it is the market. Every article, and I mean every article I read makes the distinction . Look at even your last post: "Good to hear DW beating his chest about the effect of EMC's latest NAS offering." In terms of reference, the storage sector is full of NAS & SAN. Those terms are used as a reference point in which to talk about the two 'architectures' in a way which distinguishes them. Niches? Did I ever mention they were niches? So DownSouth, can I ask why you really asked your question - or was it to make a point? Did I bring up something that you don't feel comfortable with, is that the reason? Scalability is still an issue to most people as well. Good luck, Eric