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

To: BI*RI who wrote (725)	3/4/1999 12:47:00 PM
From: chaz	Read Replies (2) \| Respond to of 10934

Did the announcement say specifically what DELL was purchasing? I haven't seen this news (probably not looking in all the right places) and further, I'm not familiar enough with IBM's products to know how this might impact NTAP. I am not aware of any competitive product from IBM in NTAP's turf however. Are you?

To: BI*RI who wrote (725)	3/5/1999 5:35:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 10934

Not a bad day for DELL or NTAP..... I feel that in the future DELL will market a wide range of storage products. The NTAP offerings will complement what IBM can provide DELL. Just wait until DELL turns up its marketing machine. In the new BusinessWeek DELL's CFO is quoted as saying ..."we are going after EMC.." I like that fighting spirit. DELL is a VERY tough competitor with a unique virtual integration business model. IMO, in the next few years their strong growth in the storage market will have a VERY positive impact on a strategic supplier like NTAP. Have a great weekend. Regards, Scott

To: BI*RI who wrote (725)	3/8/1999 3:23:00 AM
From: stockman_scott	Respond to of 10934

Some Thoughts on the IBM / DELL OEM DEAL... From the Yahoo Finance NTAP thread: <<I don't see any impact on NTAP by: techstocker (007 1087 of 1095) I agree with kahuna--I don't think there's anything in the IBM deal that hurts NTAP. I believe DELL wanted access to IBM's advanced chip technology, and also was negotiating a better price on flat-panel displays and notebook hard drives by signing a long-term procurement contract. As far as your concern about storage technology, here's my take on it. IBM used to lead in the enterprise storage market, but they were overtaken by EMC. As I see it, IBM has some expertise in hard disk technology, but that's just the commodity part. That isn't where EMC's or NTAP's strength lies. NTAP and EMC have succeeded not on the basis of hard disk technology(I believe they both use essentially "off-the-shelf" components), but on their ability to put together advanced solutions using the right software and connectivity. >> ------------------------------------------------------------------------