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

To: wgh613 who wrote (7611)	4/10/2001 11:06:02 AM
From: SecularBull	Respond to of 10934

SEBL is #3. NTAP is #4. Still pretty darn stellar. ~SB~

To: wgh613 who wrote (7611)	4/10/2001 11:08:10 AM
From: SecularBull	Respond to of 10934

NTAP ranks #1 for 3 year Total Return on Fortune's list. ~SB~

To: wgh613 who wrote (7611)	4/10/2001 11:14:41 AM
From: JakeStraw	Respond to of 10934

wgh613, That KDE was rated number #1 should give you something to think about...

To: wgh613 who wrote (7611)	4/10/2001 11:15:27 AM
From: SecularBull	Read Replies (1) \| Respond to of 10934

FORTUNE excerpt: "....After all that, we came up with ten winners, in four different kinds of businesses. Two warnings: All ten already carry fairly high price tags, and they all carry considerable risk as well. So before you buy in, make sure you already have a well-diversified portfolio that can tolerate volatility. The Builders Creating the building blocks of networks--from wireless to the Internet--has been a lucrative area for companies and investors. Two builders are particularly well positioned: Network Appliance (No. 4) and Solectron (No. 73). Based in Sunnyvale, Calif., Network Appliance makes data storage devices that content providers or companies can locate across an entire network, making it easy for a wide range of customers or employees to access data. Yahoo, for instance, stores millions of e-mail addresses and personalized Web pages on Network Appliance devices to dramatically speed up traffic and limit the chance of a data jam. This is a newer and different market from the one dominated by the 800-pound storage gorilla, EMC, whose core devices are attached directly to server computers. Investors have already registered their enthusiasm for the new king of cache, lifting Network Appliance shares 4,500% since 1995. For good reason: Unlike most growth companies with cool products, Network Appliance has had little trouble handling the pressure of accelerating demand. Five years ago, when CEO Dan Warmenhoven was in charge of a $15 million-a-year business, he and senior managers bet on network-attached products. Now annual sales may well hit $1 billion by 2001. "Our goal is to deliver predictable, sustained growth," Warmenhoven says. That kind of execution makes the stock attractive, especially now that the big boys at EMC and Sun are expected to fight back. EMC, for one, is introducing a new line of network-attached products. Still, analysts remain bullish for several reasons. First, the network storage market is growing by more than 70% a year, says Goldman Sachs analyst Laura Conigliaro, who notes that there's no slowdown in the amount of data companies are putting online. Second, Network Appliance is broadening its product lines to tap into more of the storage market. And third, "they have major clients growing at a fast pace," says Conigliaro, "and they have proved they can keep up. That will breed more business.".... fortune.com ~SB~