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

To: Sam who wrote (4178)	11/14/2001 5:56:22 PM
From: Gus	Read Replies (1) \| Respond to of 4808

Networked Information Storage (NIS) SAN+NAS=NIS CY2001 (IDC) 1999 2000 2001 EMC 20.3% 30.5% 38.9% IBM 2.6% 6.7% 15.0% Compaq 13.2% 12.1% 14.0% NTAP 14.5% 13.7% 7.0% Sun 18.5% 9.8% 3.0% HWP 4.9% 6.3% 3.0% Dell NA NA 3.0% HDS NA NA 2.0% Others 26.1% 20.9% 14.0% Total 100.0% 100.0% 100.0% Total NIS Market $2.8B $6.6B $8.1B Source of 1999 and 2000 data is IDC's January 2001 report emc.com Source of 2001 data is IDC's November 2001 interim report emc.com Supply line puzzler Message 16553981

To: Sam who wrote (4178)	11/14/2001 6:39:18 PM
From: Gus	Respond to of 4808

NTAP is a sell-side favorite. For most self-respecting capital preservationists, it is a popular trading stock with shrinking and deceptive safety margins as a result of its narrow technology base so depending on one's attitude towards trading, one can either pay heed to caveat emptor or one can act in ways so as not to look at a gift horse straight in the mouth.<g> Noteworthy storage parallels are WDC and Quantum, and their attempts to move up the food chain, from their desktop strongholds to the enterprise drive market. Not impossible, but very, very tough.