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

To: Peter Dierks who wrote (473)	12/10/1998 9:44:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 10934

I believe, and this is ONLY MY OPINION, NTAP will benefit from: 1. Expanding internet infrastructure. ISP's need more storage, relaible, easy to manage, that minimize response time. 2. Expanding corporate IT infrastrucutre with fast, simple reliable technology to minimize growth of IT labor overhead. NTAP is uniquely positioned with the only true appliance solution for Proxy serving (NetCache) and file serving (filers) available. They have penetrated most of the fortune 1000, are very successful in ISP and in .com industry such as AMZN. Their relationship w/Dell will shortly give them a presence in the Intel server market. The Dell Fujitsu relationships will head off the erosion of NTAPs margins as those companies stuff their own or third party disk drives into the appliance configurations and buying high margin software and specially engineered mother boards from NTAP. I am long on NTAP, and have been for 3 years. Whether I, as a new investor, would take a postion in NTAP, would depend on my ability to be patient through the inevetable dips and plateaus and whether I saw other companies as being better places to put my money. Remember, NTAP is run, to a large degree, by the same folks that manage CSCO. They have a terrific management team and a motiviated staff of engineers and sales folks. THe downside is EMC as NTAP is encroaching into EMCs terabyte space. I am told that NTAP is consistently beating them. Will EMC see them as enough of a threat to come out with a new product or stategy to counter NTAP? Just my opinion. I would do a lot of research. Be sure to explore www.netapp.com They have a great web site with lots of product, news and financial information. Just my opinion.