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

To: JakeStraw who wrote (10087)	5/9/2002 11:22:08 AM
From: Dr. Id	Read Replies (1) \| Respond to of 10934

Jake, After reading your umpteenth gloomy post about every stock that I own, I checked out your profile and finally understood why the pessimism... The Grateful Dead, Jam bands, the NY Mets... you're into losers! :) DrId@isntthesongoveryet?com

To: JakeStraw who wrote (10087)	5/9/2002 12:08:30 PM
From: pirate_200	Read Replies (3) \| Respond to of 10934

One trick pony? Let's read the whole note: ======== See:http://www.enterprisestoragegroup.com/analysts.htm ======== 9:40AM Merrill Lynch on storage : Merrill Lynch in a pre-open note reviewed their conversation with a storage consultant from Enterprise Storage Group; consultant was positive on EMC's software capability and is quite bullish on the new Centera offering for reference data, expects SUNW to OEM a midrange system (possibly from LSI), claims that VRTS is in turmoil with a half dozen VPs looking to leave, is concerned that NTAP is a one-trick pony (NAS) with rising low-end competition from MSFT, sees BRCD's SilkWorm 12000 gaining traction, and believes that CSCO will have limited success in the industry until it "speaks storage". ======== Merrill Lynch is quoting a storage consultant from the "Enterprise Storage Group", these are the consultants comments, not Merrill Lynch. Who is the "Enterprise Storage Group"? Let's look at their consultants, see: enterprisestoragegroup.com Gee, three of the six were former EMC employees, think their perspective is warped a little bit? Isn't it interesting that the consultant is so bullish on EMC? A company that is losing revenue and losing margin and grasping for a working business model? "one trick pony" - we all know NTAP does NAS, they do caching, the do DAFS, they do ISCSI and they now do a product for near line backup called "Nearstore". Does this all add up to one trick? It doesn't and why would they be framing it so? I suppose if you feel storage over IP is never going to take off, you could consider NTAP a one trick storage-over-IP pony. I think this pony will be running at the end of the race, I can't say the same for other storage vendors.