Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: spiral3 who wrote (8333)	6/10/2001 11:08:24 PM
From: SecularBull	Respond to of 10934

And here all this time I thought NetApp was a gonner... This story was consistent with what several folks on this thread were saying when the BlueArc story broke. A good PR firm, but what else?! Thanks for the article!! ~SB~

To: spiral3 who wrote (8333)	6/11/2001 3:04:40 PM
From: kas1	Respond to of 10934

Nice article. I wish we could have DS chime in on this one. Heed kas1's rule of revolutionary new technologies: 99% of them will be co-opted and put to better use by existing market players. The only exception is when the innovation fundamentally challenges the incumbent's value proposition, which is why I think NetApp is a threat to EMC, while BlueArc is not a threat to NetApp. Has anyone at BlueArc seriously sat down and thought about "what if NetApp starts putting ONTAP on PLD's?" ? FWIW, I think it's incorrect to compare BlueArc to dotcoms. At least BlueArc has a technology; dotcoms have/had no new technology. Calling Amazon or Webvan "tech companies" (or worse, "computer companies"!) has long been a pet peeve of mine, so I felt the need to vent here. :)