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

To: pirate_200 who wrote (6934)	3/10/2001 12:11:55 AM
From: pirate_200	Read Replies (1) \| Respond to of 10934

One more thing about that article: it quotes IBM, Hitachi and EMC and all of them were saying they were making in-roads on the competition... so they all compete against each other and they are all winning! Someone's lying... :) IBM did have a good comment that when they lost, it was on price. This is where NTAP will do well against it's competition because they have always been competitively priced for their performance. They typically offer 2 to 3 times the performance at half the price. Also, since it is an appliance and doesn't need IT administrators to hand-hold, it costs less to maintain it. Price, price-performance and lower cost of ownership are really going to help NTAP this year if IT spending continues to get compressed. I don't think the lower cost, lower performing end of the NAS market - DELL, Compaq, etc. - will be much of a threat because an IT manager may want to save some money but they certainly don't want to forgoe performance, since that will jeopardize their own customers or business. My lowly opinion.

To: pirate_200 who wrote (6934)	3/10/2001 7:28:51 AM
From: Michael Gaudet	Respond to of 10934

From Merrill: NAS Winning TCO War The total cost of ownership per GB per annum (excluding business costs of downtime) is 65% lower for Network Appliance than for EMC. Less than two-thirds of EMC installations matched Network Appliance data availability metrics of 99% and above. - INPUT NAS continues to improve its reliability numbers, and it looks like NetApp's filer may have just passed EMC's Symmetrix given the data from the INPUT study. NAS has offered a lower cost of ownership than SAN, but to see the annual cost for NAS at $2.8K per GB and SAN at $7.7K per GB is striking. We believe the NAS approach of using file level communication rather than block level will allow NAS to enjoy a major cost advantage.