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To: kas1 who wrote (7399)	4/2/2001 11:20:33 AM
From: stockman_scott	Read Replies (1) \| Respond to of 10934

Many Institutions hate uncertainty... Unfortunately BlueArc provides it...It seems like some of the larger shareholders are trimming their positions in order to manage the potential risk that this new entrant provide to NTAP shareholders. Perception means a lot in this market...I will stay on the sidelines with NTAP until there is more clarity about BlueArc's ability to gain meaningful traction in the NAS marketplace. Good luck investing everyone. Best Regards, Scott

To: kas1 who wrote (7399)	4/2/2001 12:20:29 PM
From: BirdDog	Respond to of 10934

...What is most worrying, however, is the replies to the BlueArc hype that came from EMC and NetApp. The replies were not along the lines of "These guys are using the wrong benchmarks" or "Our real-world performance is better." Where is the article that has published industry standard test results? Where is the article that shows, with details of exactly what was run and how, in real world performance? All I've seen so far are vague great claims of performance? BirdDog

To: kas1 who wrote (7399)	4/2/2001 9:55:25 PM
From: DownSouth	Read Replies (3) \| Respond to of 10934

This seems to be an admission of technological inferiority, and perhaps a signal that the established players would be interested in buying them out (i.e., providing them with a support and sales organization). I think it wise for NTAP and EMC to layoff the technology argument. The fact that BlueArc has no support staff, proven track record is all that is relevant right now. The objective they are taking is to prevent sales into their market. BlueArc's objective is to hype and IPO. Simple messages to NTAP's customers are more effective at this point. BlueArc can't argue with these simple truths. The technology battle can begin later, especially after DAFS/VI is deliverable.