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

To: Xenogenetic who wrote (688)	2/26/1999 3:31:00 PM
From: Mitch Vine	Read Replies (1) \| Respond to of 10934

The way I understand it, NTAP's product caches at the service provider's end, not the user's end. Service providers still would gain the same benefit from not having communicate back to the source server, regardless of the speed of the connection from the user to his service provider.

To: Xenogenetic who wrote (688)	2/28/1999 1:24:00 PM
From: Miguel Octavio	Respond to of 10934

First, I think that fast access will come slowly (In my country there are not even plans for it yet). Second, The NTAP solution will remain interesting as faster access will generate higher volumes. Faster access is for you, but even if you have faster access there is still the speed to the ISP and from there to the site. (I like At Home too, but its is pricey here, look at COVD (Covad Comm, a DSP provider), nice strategy and it has been punished in the last week for no reason, reminds me of NTAP after its IPO. Miguel

To: Xenogenetic who wrote (688)	3/1/1999 6:25:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

Adam, NTAP has two products: network attached storage and web caching. 92% of their business is in NAS, also called "filers". Broadband internet access will INCREASE THE DEMAND FOR NTAP FILERS. Because, the response time bottleneck will move from the network to the servers. To increase responsiveness of servers, you move data to filers. Regarding broadband's effect on need for caching: Caching is a method of moving web pages to the ISP's point of presence to take a load off the central site, reduce telecom traffic between POP and central site, and decrease response time. Broadband merely increases speed between user and POP. Caching still has the same positive effect.