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

To: riposte who wrote (9935)	2/14/2002 10:17:28 AM
From: JakeStraw	Read Replies (1) \| Respond to of 10934

9:36AM Network Appliance downgrade by USB on weak risk/reward (NTAP) -- Update -- In pre-market note, USB Piper Jaffray's Ashok Kumar downgraded to MKT PERFORM from Mkt Outperform. Says guidance of 2%-5% growth in April is down from prevailing estimates. Does not view the risk/reward as compelling. finance.yahoo.com

To: riposte who wrote (9935)	2/14/2002 1:17:24 PM
From: JakeStraw	Respond to of 10934

-Deleted-

To: riposte who wrote (9935)	2/14/2002 2:42:11 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> I respectfully submit that you're missing the point. > > Microsoft knows it doesn't have to "get NT right" (or any of > their other products); they merely have to get them "good enough". > Look at their history. "good enough" doesn't work in the enterprise-level area. That goes to my first point, "NT consolidation" is occurring because their software does not scale. > so once again, MSFT has positioned themselves as the gatekeeper, > and will decide whether they wish to allow other NAS vendors to > compete with them Microsoft can't control open protocols, NTAP and others will work around them. What will end up happening is where Microsoft tries to break protocols, companies will go to block-level protocols like iSCSI over the network to avoid Microsoft completely. NTAP did this to overcome Microsoft already. Microsoft doesn't have control here like the desktop. You apparently believe they do, I just don't. We'll see over time how this pans out. As to snapserver and maxtor, they are very low end, low performance boxes that serve the SOHO environment that NTAP doesn't go after.

To: riposte who wrote (9935)	2/14/2002 3:50:07 PM
From: Jacob Snyder	Respond to of 10934

e: With so many players attacking the same sector from so many different angles, it seems to me that it will be a vicious fight for all involved. Yes. And it's not at all clear who will be fighting whom. It's not just that the distinctions between NAS and SAN are going to fade away. I don't remember the exact words, but there was a statement in the last NTAP CC, where they said, "the software management of storage, is becoming indistinguishable from the managment of the movement of data within the network, and how users access data. Those jobs are becoming parts of the same, unified solution that customers demand."