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: tinkershaw who wrote (6561)	2/12/2001 12:18:13 AM
From: straight life	Read Replies (2) \| Respond to of 10934

Dell, NetApp to roll out competing storage devices yahoofin.cnet.com "Dell and Network Appliance, former allies in the market for special-purpose storage devices, will introduce competing products Monday... ...At the same time, Network Appliance, the leading seller of NAS products, will introduce new mid-range and low-end products and all but phase out models based on Compaq's Alpha chip in favor of the less-expensive Intel Pentium III... "The NetApp machine, the F820, is a lower-end sibling to the F840 that replaces NetApp's F760, said Chris Bennett, director of hardware products at NetApp. Where the F840 can store as much as 6 terabytes of data, or 12 when paired in a cluster of two machines, the F820 can hold 3 terabytes or 6 in the clustered configuration. Although Dell is a competitor, NetApp is aimed mostly at taking market share from EMC, which sells more expensive storage systems, Bennett said. A F840 with 2 terabytes of space, a typical configuration, costs about $212,000, NetApp said. The company also introduced a new low-end product, the F85, designed for branch offices of large corporations and costing about $17,400 for a typical configuration with 216GB of capacity. NetApp also introduced a caching server with 486GB capacity that helps customers distribute data stored on a central server to "caches" of information scattered across the Internet. A typical C3100 caching server, the company's new mid-range product, costs about $40,000, the company said. NetApp is following its "center-to-edge" strategy--selling the central data storage devices as well as the remote caching systems and the software used to manage the whole network. The strategy has been key to winning new customers, executives said during a financial conference call Thursday. " yahoofin.cnet.com

To: tinkershaw who wrote (6561)	2/12/2001 12:38:58 AM
From: Dana Johnson	Read Replies (2) \| Respond to of 10934

I think that would be "Laura Conigliaro". Frankly, that answer encouraged me to take a short position in NTAP. I would not expect sales people to have good visibility to "macro" business issues. But, then I am often wrong ....

To: tinkershaw who wrote (6561)	2/12/2001 1:05:49 AM
From: BirdDog	Respond to of 10934

Anyone else come away with that feeling with this analyst? Absolutely. And ntap is going to make her look like the monkey she is. BirdDog

To: tinkershaw who wrote (6561)	2/13/2001 12:49:54 PM
From: HDC	Read Replies (1) \| Respond to of 10934

tinkershaw, RE: Laura Conigliaro at Goldman Sachs It sounded at second listening that Laura was trying to determine the sales force's ability to read their market. She was asking if they saw the slowing at the end of last quarter. Dan W & Tom Mendoza had good responses to her questions. Laura beat up on EMC during their CC 2 or 3 quarters ago when their revenues came in a little light. she reminds me of that Washington DC woman reporter that has been asking tough questions to Presidents since Kennedy. I understand that Laura had a very positive take in her research report after last Thursday's CC. She said something to the effect that the dynamics occurring in NetApp's internet vertical market may be drastically underestimated. She was referring to the fact that Oracle, the premier database software producer, chose NetApp filers for their new ASP (application service provider) service. This is huge. Dan W & Tom M also discussed this with Steve Milunovich following his question during the Q & A. If Oracle, after doing their product evaluations, decided that NetApp filers were the better solution, then what does this do to the current market perception among some that SAN's are preferable to NAS in database applications? This is worth pondering.... The analysts are starting to get it. Regards, Duncan