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

To: SecularBull who wrote (8012)	4/25/2001 12:57:15 PM
From: tekboy	Read Replies (2) \| Respond to of 10934

A friend just called me all worried, because he had a long conversation with a serious and well-connected techie who was very bullish on storage but down on NTAP. Apparently the guy said that the EMCers are quite confident now that, with all their effort over the last few years on the "NTAP Killer" project, they will be able to hold off the NTAP challenge and ultimately squeeze it off. What EMC is really terrified by, the guy continued, was not NTAP but rather Scale Eight, a private company whose technology was deeply threatening. I realize that the EMC/NTAP wars will continue and partisans of each are unlikely to convince opponents, at least until we all see how things play out over the next few quarters/years. But I'm curious to hear what people think about Scale Eight: s8.com tekboy@nomoregreedleft,justfear.com

To: SecularBull who wrote (8012)	4/27/2001 1:40:17 PM
From: Crystal ball	Read Replies (2) \| Respond to of 10934

IP routing storage, NTAP+iSCSI protocol, means "STORAGE ANYWHERE EVERYWHERE". The Openwave unified messaging pact with NTAP will also push NTAP into the forefront of openstorage networking convergence, OSN, as networked attached storage NAS and storage area networks converge. With the GNP up 2% we may have headed off the recession (or at leat the classical definition of two quarters of negative growth) of course the doomsayers may say we could have an every other odd quarter negative "recessionary" effect to try and string out the bearish pessimissism longer, but I think we are in recovery mode. And with that economic recovery, NTAP and the rest of the market has no excuse but to recover ahead of the coming upward curve, with all slow down and lack of visibility excuses disappearing into the fog of pre-GDP (i. GNP for us old timers) Gross National Domestic Product statistics coming out of Commerce Department. Of course this does not and never can excuse the reckless and thoughtless failed monetary policies of Greenspan's Federal Reserve, that only showed the US that an exercize in futility can damage real economic growth in America and the World, for no justified reason, except for the fact that he did so because he could, next time we should all chip in and get him a prescription for Viagra when he feels the need to try and show Andrea Mitchell how powerful he thinks he still is. I am, Truly your$, -Crystal Ball