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


To: BirdDog who wrote (7483)4/4/2001 2:32:51 PM
From: Uncle Frank  Respond to of 10934
 
>> Where is the problem with ntap that would cause me to sell it?

It wouldn't appear to be demand related. The following post on the Son of SAN - Storage Networking Technologies thread offers some encouraging projections for the external storage sector.

Message 15611316

<snip>
With revenues exceeding $30 billion, storage will surpass direct server revenue in 2001. Both SAN and dedicated NAS revenues have more than doubled in 2000. They should triple again by 2003, to reach respective revenues of 14.5 billion and 5.7 billion, as indicated in table 1 below. Six leading vendors cover more than 85% of the market revenue.
<snip>

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