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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (3606)	7/11/2001 2:38:28 PM
From: BirdDog	Respond to of 4808

And ask you for your view also. Please bear in mind that I have only an old basic education in electronics. I can understand the general idea of much of what you say. But I don't ever pretend to know storage like someone who works with it. Besides asking what I have. I am no techie. So don't have a good understanding of the storage field from the point of view of a techie. From what I've read. This solution should be pretty darn good. Also with economic hard times, it should be better accepted and give ntap an advantage against companies like EMC and their SAN. It will do the same, and more, for one fourth the cost. I've had input that describes what ntap is doing as very much like the revolution from mainframe computers to servers. I also can't help but look at ntap very much like csco looked back in the 93-94 tough stock market. NTAP has a lock on their NAS filers much the way that CSCO had a lock on their routers. I'd have a hard time giving you people my view of the products. I don't know storage, from a heavily technical viewpoint nearly as well as you people. All I can say is that I like what I see. It appears to me that NTAP is way ahead of everybody else in the evolution of the whole storage system for businesses. Heck, it seems like all emc has been doing is talking about the combining of nas and san into one system. I remember last winter they had a SAN show where several made big noise about investing billions into developing the nas/san into one. And NTAP has already done it, and (if I understand what they have correctly) they have done more than that simple nas/san combination. I would surely appreciate opinions. I do definitely think, if you do look into my question, that you may benefit in your own investing. Please... I am looking for criticism of the possibilities I've mentioned.... from a technical viewpoint... BirdDog