Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: HDC who wrote (5666)	12/18/2000 11:26:09 AM
From: DownSouth	Respond to of 10934

Thanks Duncan, and don't forget--the F840 is the high end of the product set now, replacing the F760, but the F840 is the midrange of an emerging product line. We will see an F860 some time after the low end F8xx deliveries, I believe. BTW, the low-end game from NTAP will be devastating to their low end competitors and change the rules on their high end competitors. The DAFS/VI WAFL commodity PC-hardware-based low end will serve the role of fulfilling the "edge" of the content management fabric at great margins (60%) and low prices ($15K). This is pure speculation on my part, but I see no alternative to their strategy as it unfolds. Once DAFS/VI software/hardware is deliverable on the ONTAP software platform, a PC-based low-end is a no-brainer for NTAP and can be done with great margins because of the software content on commodity hardware. Good to hear DW beating his chest about the effect of EMC's latest NAS offering. He has great credibilty with me. Tom Mendoza would have less credibility at this time, as he is the salesman's salesman and loves to lead the cheer. DW is more conservative in his utterances.