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


To: hueyone who wrote (5918)1/25/2001 1:50:42 PM
From: techguerrilla  Read Replies (1) | Respond to of 10934
 
NTAP's looking for a "triple bottom"

When it finds its rock solid support (low 50's) the shorts are going to take their money and run scared. Then we all stand alert and well-rested on the top of Lookout Mountain--guns loaded and ready to fire.

NTAP is going to see triple digits this year. Buy soon, lock it away, and enjoy the ride.

NTAP's coming into major league buy range! I don't own it. So I'm not peddling my own interest here.

/john



To: hueyone who wrote (5918)1/25/2001 4:27:29 PM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
don't like the look of this near term flat earnings projection for NTAP very much at all.

I have not seen such a projection. Did I miss something?



To: hueyone who wrote (5918)1/27/2001 6:52:44 PM
From: Boplicity  Read Replies (2) | Respond to of 10934
 
To:David J. Smith who started this subject
From: Gus Friday, Jan 26, 2001 12:56 AM
Respond to of 11988

IDC 2000 Market Share

External Storage Sales

1999 2000

1. EMC 24.1% 26.1%
2. Compaq 18.0% 15.8%
3. HWP 6.4% 8.6%
4. IBM 8.3% 8.3%
5. Sun 7.1% 7.5%

Total Market

2000 - $33.93B
2004 - $53.29B

Unix-based External Storage

1999 2000

1. EMC 26.2% 29.0%
2. Sun 14.5% 14.1%
3. HWP 10.3% 12.1%
4. Compaq 13.0% 8.5%
5. IBM 8.0% 9.1%

SAN - Storage Area Networks

1999 2000

1. EMC 18.8% 30.9%
2. Sun 26.3% 13.6%
3. Compaq 18.7% 16.1%

NAS - Network Attached Storage

1999 2000

1. NTAP 49.0% 48.6%
2. EMC 24.0% 29.4%
3. Auspex 7.8% 1.9%
4. Dell 2.4% 3.1%

Total NAS Market

1999 - ~$822M
2000 - ~$1.7B
2003 - ~$6.6B

EMC Widens Lead in Data Storage Markets, IDC Says
quote.bloomberg.com.