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: pirate_200 who wrote (6761)	2/23/2001 10:23:47 AM
From: Lhn5	Read Replies (1) \| Respond to of 10934

Thanks for explaining pirate, i don't win the pomposity award, just laziness.

To: pirate_200 who wrote (6761)	2/23/2001 11:31:18 AM
From: DownSouth	Read Replies (1) \| Respond to of 10934

Hardly a wash. NTAP would have been buying INTC chips anyhow. Going back to Motorola was not in the cards. What did happen is that INTC committed to use NTAP filers. That's a plus for NTAP. Also, the alliance to work on standards and, as DW said, "a new architecture" could be a big plus in the NTAP value chain. Time will tell.

To: pirate_200 who wrote (6761)	2/26/2001 4:43:53 PM
From: HDC	Respond to of 10934

Pirate, Good Reply. I think that Intel has been receiving requests from customers that they include NetApp filers in their data centers. This makes sense given that one of Intel's services is duplication/mirroring of a client's system. If the customer says "I use NetApp filers and I want you to have them too", then Intel has an incentive to give the customer what he/she wants. I also guess Intel wanted NetApp's filer performance & simplicity. Dan W has said that he preferred Intel processors over others. This agreement seems like a natural. Boy, it sure does look good to see NetApp in a $1 Billion deal doesn't it? Best, Duncan