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

To: kumar who wrote (6612)2/12/2001 2:23:43 PM
From: Uncle Frank  Read Replies (1) | Respond to of 10934
 
Very positive news, Kumar. Too bad it came on a day when emlx warned and tanked the storage sector.


emlx      -48%
brcd       -18%
emc        -7%
mcdta    -24%
ntap        -5%


Looks like we're getting off easy... so far.

uf



To: kumar who wrote (6612)2/12/2001 2:55:31 PM
From: gingersreisse  Respond to of 10934
 
MSFT's mention is interesting. They've announced an "XP" web-friendly version of Windows, focused on the ability to download music and pictures, as well as transferring pictures to photo shops for completion.

MSFT's also touting a future home-networking server based on Windows 2000. Delivery seems to be a ways off, but that might use NTAP's cache and smaller storage products. Maybe Web-TV needs local storage for the downloads (music and TV) once MSFT gets its hands on DirecTV? PDA, sound systems, etc.

quote.bloomberg.com

GSR



To: kumar who wrote (6612)2/12/2001 5:17:46 PM
From: DownSouth  Respond to of 10934
 
Interesting that NetApp website does not have these announcements. Looks like DW was anxious to make a 3-point shot.

More to the announcement than even I anticipated:
1. New C3100 midrange caching appliance.
2. New F85 low end filer.
3. New F820 mid range filer.
4. Fibre channel fabric switching (Brocade OEM no doubt).
5. SAP partnership.

I guess DAFS/VI is not ready to roll out yet. Probably late this quarter, I'm guessing, based on Hitz's prediction cc before last.


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